+422.8%
THC vs BTG
+83.9%
+338.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.2% | -1.6% |
| 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% | +46.0% |
| YTD | +44.4% | +11.4% | +33.0% | +39.2% |
| 1Y | +43.4% | +20.1% | +23.3% | +36.5% |
| All | +422.8% | +83.9% | +338.9% | +363.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling