+433.9%
THC vs DAR
+29.4%
+404.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.1% | +0.3% |
| 7D | +0.2% | +3.6% | -3.3% | -0.2% |
| 30D | +9.0% | -11.3% | +20.3% | +10.6% |
| 3M | +12.9% | -13.1% | +26.0% | +14.6% |
| 6M | +52.8% | -15.1% | +67.9% | +55.3% |
| YTD | +47.4% | +50.5% | -3.1% | +32.0% |
| 1Y | +47.7% | +57.9% | -10.2% | +30.7% |
| All | +433.9% | +29.4% | +404.6% | +353.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling