+246.7%
THC vs BR
-4.7%
+251.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.5% |
| 7D | -2.6% | -5.9% | +3.4% | -0.7% |
| 30D | -1.2% | +1.9% | -3.1% | -1.9% |
| 3M | +58.9% | +14.7% | +44.3% | +51.6% |
| 6M | +9.3% | -12.8% | +22.1% | +12.8% |
| YTD | +30.4% | -23.0% | +53.4% | +42.2% |
| 1Y | +34.6% | -31.7% | +66.3% | +54.9% |
| 3Y | +246.7% | -4.8% | +251.4% | +220.7% |
| All | +246.7% | -4.7% | +251.4% | +220.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling