+1,800.1%
THC vs DAR
+288.2%
+1,511.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.7% | -2.7% | -0.1% |
| 7D | +7.5% | -2.8% | +10.2% | +8.7% |
| 30D | +9.6% | -12.8% | +22.4% | +16.0% |
| 3M | +10.3% | -11.6% | +21.8% | +14.9% |
| 6M | +51.8% | -16.8% | +68.6% | +60.5% |
| YTD | +45.4% | +45.9% | -0.5% | +15.4% |
| 1Y | +40.8% | +61.5% | -20.7% | +5.9% |
| 3Y | +448.8% | +23.0% | +425.8% | +330.0% |
| 5Y | +263.4% | -35.8% | +299.2% | +286.4% |
| 10Y | +1,800.1% | +280.4% | +1,519.7% | +592.7% |
| All | +1,800.1% | +288.2% | +1,511.8% | +592.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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