+254.0%
THC vs DAR
-11.0%
+264.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.8% |
| 7D | -0.7% | +1.4% | -2.0% | -1.1% |
| 30D | +1.3% | +12.8% | -11.5% | -2.2% |
| 3M | +64.2% | +7.4% | +56.9% | +59.7% |
| 6M | +8.3% | +22.3% | -14.0% | +0.5% |
| YTD | +33.4% | +81.1% | -47.7% | +9.5% |
| 1Y | +37.7% | +106.5% | -68.8% | +7.6% |
| 3Y | +236.8% | +5.3% | +231.5% | +221.2% |
| All | +254.0% | -11.0% | +264.9% | +237.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling