+471.2%
THC vs BLDR
+389.2%
+82.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | 0.0% |
| 7D | +3.7% | -3.7% | +7.3% | +4.6% |
| 30D | +9.0% | +16.8% | -7.7% | +4.5% |
| 3M | +10.4% | -13.7% | +24.1% | +13.5% |
| 6M | +45.7% | -21.9% | +67.5% | +51.8% |
| YTD | +42.6% | -39.2% | +81.8% | +56.4% |
| 1Y | +38.8% | -42.6% | +81.4% | +54.0% |
| 3Y | +418.8% | -50.2% | +469.0% | +470.4% |
| 5Y | +275.7% | -7.0% | +282.7% | +247.0% |
| 10Y | +1,496.2% | +584.2% | +912.0% | +838.2% |
| All | +471.2% | +389.2% | +82.0% | +121.1% |
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