+972.3%
THC vs BTG
+158.3%
+814.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.8% |
| 7D | 0.0% | -5.5% | +5.4% | +0.5% |
| 30D | +1.5% | +6.1% | -4.6% | +0.9% |
| 3M | +59.9% | +38.6% | +21.3% | +54.7% |
| 6M | +11.0% | +0.7% | +10.3% | +10.0% |
| YTD | +32.6% | +20.3% | +12.2% | +28.5% |
| 1Y | +37.4% | +25.0% | +12.3% | +32.1% |
| 3Y | +252.5% | +97.3% | +155.2% | +220.2% |
| 5Y | +262.3% | +78.3% | +184.0% | +230.8% |
| All | +972.3% | +158.3% | +814.0% | +845.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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