+37.7%
THC vs EXPD
+57.8%
-20.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | -0.7% | -1.1% | +0.5% | -0.6% |
| 30D | +1.3% | +4.1% | -2.8% | +1.1% |
| 3M | +64.2% | +17.9% | +46.3% | +63.3% |
| 6M | +8.3% | +29.2% | -21.0% | +7.3% |
| YTD | +33.4% | +27.4% | +6.0% | +30.0% |
| 1Y | +37.7% | +56.8% | -19.2% | +24.7% |
| All | +37.7% | +57.8% | -20.2% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling