+482.7%
THC vs BLDR
+416.0%
+66.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.5% | -3.5% | +0.7% |
| 7D | +7.5% | -2.7% | +10.2% | +8.2% |
| 30D | +9.6% | +24.8% | -15.3% | +3.3% |
| 3M | +10.3% | -11.7% | +21.9% | +12.6% |
| 6M | +51.8% | -14.8% | +66.6% | +54.9% |
| YTD | +45.4% | -35.9% | +81.3% | +57.4% |
| 1Y | +40.8% | -39.7% | +80.5% | +54.3% |
| 3Y | +448.8% | -45.6% | +494.4% | +490.1% |
| 5Y | +263.4% | -2.5% | +265.9% | +231.8% |
| 10Y | +1,800.1% | +597.4% | +1,202.7% | +1,008.5% |
| All | +482.7% | +416.0% | +66.6% | +122.5% |
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