+1,649.1%
THC vs BTG
+167.5%
+1,481.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.2% | -1.7% |
| 7D | +0.1% | -5.9% | +6.0% | +0.7% |
| 30D | +7.5% | -5.0% | +12.5% | +7.8% |
| 3M | +7.5% | -4.5% | +12.0% | +7.6% |
| 6M | +46.4% | -7.0% | +53.5% | +46.3% |
| YTD | +44.4% | +11.4% | +33.0% | +40.4% |
| 1Y | +43.4% | +20.1% | +23.3% | +38.4% |
| 3Y | +433.3% | +81.5% | +351.8% | +385.1% |
| 5Y | +262.5% | +32.1% | +230.4% | +234.8% |
| All | +1,649.1% | +167.5% | +1,481.6% | +1,480.2% |
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