+49.1%
THC vs EXPD
+39.4%
+9.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.4% |
| 7D | +8.8% | -7.4% | +16.2% | +8.6% |
| 30D | +10.0% | -2.1% | +12.1% | +9.8% |
| 3M | +11.7% | +5.7% | +6.0% | +11.4% |
| 6M | +52.5% | +21.4% | +31.1% | +52.8% |
| YTD | +46.1% | +27.6% | +18.5% | +41.0% |
| 1Y | +49.1% | +36.1% | +13.0% | +37.9% |
| All | +49.1% | +39.4% | +9.7% | +37.9% |
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