+262.6%
THC vs EOSE
-69.1%
+331.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.5% | +7.4% | +4.1% |
| 7D | +4.1% | +15.0% | -10.9% | +3.2% |
| 30D | +3.5% | +2.5% | +1.1% | +3.1% |
| 3M | +61.7% | -33.7% | +95.5% | +64.3% |
| 6M | +11.8% | -32.7% | +44.6% | +11.8% |
| YTD | +35.4% | -63.8% | +99.2% | +39.0% |
| 1Y | +37.0% | -40.5% | +77.6% | +32.9% |
| 3Y | +260.1% | +50.4% | +209.7% | +193.2% |
| 5Y | +262.6% | -68.6% | +331.2% | +201.8% |
| All | +262.6% | -69.1% | +331.6% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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