+1,649.1%
THC vs BR
+275.8%
+1,373.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | +0.1% | -1.3% | +1.4% | +0.9% |
| 30D | +7.5% | +13.7% | -6.2% | 0.0% |
| 3M | +7.5% | +13.8% | -6.3% | -0.4% |
| 6M | +46.4% | +29.7% | +16.7% | +25.0% |
| YTD | +44.4% | -12.6% | +57.0% | +53.1% |
| 1Y | +43.4% | -12.4% | +55.9% | +51.7% |
| 3Y | +433.3% | +14.1% | +419.2% | +365.3% |
| 5Y | +262.5% | +18.7% | +243.8% | +203.0% |
| All | +1,649.1% | +275.8% | +1,373.4% | +694.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling