+434.4%
THC vs BLDR
+414.6%
+19.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | 0.0% |
| 7D | -0.7% | -2.8% | +2.2% | 0.0% |
| 30D | +1.3% | -13.3% | +14.5% | +4.5% |
| 3M | +64.2% | -12.3% | +76.5% | +67.8% |
| 6M | +8.3% | -31.5% | +39.7% | +16.8% |
| YTD | +33.4% | -36.1% | +69.4% | +45.3% |
| 1Y | +37.7% | -54.1% | +91.8% | +61.7% |
| 3Y | +236.8% | -55.8% | +292.6% | +282.8% |
| 5Y | +249.3% | +20.7% | +228.5% | +204.4% |
| 10Y | +995.2% | +390.2% | +605.0% | +585.5% |
| All | +434.4% | +414.6% | +19.7% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling