+973.9%
THC vs BUD
-23.7%
+997.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -0.7% | +0.3% | -0.9% | -0.8% |
| 30D | +1.3% | -5.7% | +6.9% | +4.9% |
| 3M | +64.2% | +3.1% | +61.1% | +60.8% |
| 6M | +8.3% | +7.9% | +0.4% | +2.2% |
| YTD | +33.4% | +27.3% | +6.0% | +12.9% |
| 1Y | +37.7% | +37.8% | -0.1% | +10.2% |
| 3Y | +236.8% | +49.8% | +186.9% | +140.9% |
| 5Y | +249.3% | +43.8% | +205.4% | +150.0% |
| All | +973.9% | -23.7% | +997.6% | +885.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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