+1,800.1%
THC vs BUD
-8.7%
+1,808.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.2% |
| 7D | +7.5% | +1.3% | +6.1% | +6.7% |
| 30D | +9.6% | +10.0% | -0.5% | +3.0% |
| 3M | +10.3% | +1.6% | +8.7% | +8.6% |
| 6M | +51.8% | +6.5% | +45.3% | +44.9% |
| YTD | +45.4% | +34.8% | +10.6% | +18.8% |
| 1Y | +40.8% | +36.5% | +4.3% | +13.8% |
| 3Y | +448.8% | +49.0% | +399.8% | +299.7% |
| 5Y | +263.4% | +51.7% | +211.7% | +154.3% |
| 10Y | +1,800.1% | -7.5% | +1,807.6% | +1,214.3% |
| All | +1,800.1% | -8.7% | +1,808.8% | +1,214.3% |
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