+1,800.1%
THC vs BWA
+101.5%
+1,698.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | -1.0% |
| 7D | +7.5% | -0.6% | +8.1% | +7.5% |
| 30D | +9.6% | -16.1% | +25.6% | +20.2% |
| 3M | +10.3% | -24.6% | +34.9% | +27.6% |
| 6M | +51.8% | -15.7% | +67.5% | +61.0% |
| YTD | +45.4% | +15.1% | +30.4% | +25.6% |
| 1Y | +40.8% | +15.9% | +24.9% | +20.7% |
| 3Y | +448.8% | +67.1% | +381.7% | +254.7% |
| 5Y | +263.4% | +34.7% | +228.6% | +158.5% |
| 10Y | +1,800.1% | +99.5% | +1,700.6% | +909.2% |
| All | +1,800.1% | +101.5% | +1,698.6% | +909.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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