+1,054.7%
THC vs DBX
+15.6%
+1,039.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +1.0% | -3.3% | +4.2% | +2.0% |
| 30D | +5.3% | -5.9% | +11.2% | +7.4% |
| 3M | +7.1% | -6.7% | +13.8% | +9.1% |
| 6M | +46.0% | +28.0% | +18.1% | +32.5% |
| YTD | +43.9% | +20.6% | +23.3% | +31.4% |
| 1Y | +45.4% | +10.3% | +35.1% | +37.1% |
| 3Y | +421.3% | +24.0% | +397.2% | +350.2% |
| 5Y | +261.5% | +24.2% | +237.2% | +205.7% |
| All | +1,054.7% | +15.6% | +1,039.1% | +758.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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