+37.7%
THC vs BRKR
+100.6%
-62.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.7% |
| 7D | -0.7% | +2.5% | -3.1% | -0.8% |
| 30D | +1.3% | +11.5% | -10.2% | +0.7% |
| 3M | +64.2% | -2.4% | +66.6% | +63.4% |
| 6M | +8.3% | +52.3% | -44.0% | +3.4% |
| YTD | +33.4% | +24.5% | +8.9% | +28.8% |
| 1Y | +37.7% | +97.3% | -59.7% | +34.2% |
| All | +37.7% | +100.6% | -62.9% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling