+279.8%
THC vs DOC
-22.1%
+301.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.8% |
| 7D | +5.9% | +6.2% | -0.4% | +2.4% |
| 30D | +10.8% | +6.5% | +4.4% | +6.9% |
| 3M | +9.4% | -6.2% | +15.7% | +13.2% |
| 6M | +53.3% | +25.6% | +27.7% | +33.2% |
| YTD | +44.2% | +32.1% | +12.1% | +20.2% |
| 1Y | +37.3% | +20.3% | +17.0% | +21.5% |
| 3Y | +421.6% | +42.7% | +378.9% | +298.2% |
| 5Y | +279.8% | -22.2% | +302.0% | +373.2% |
| All | +279.8% | -22.1% | +301.9% | +373.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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