+418.8%
THC vs EXPD
+68.8%
+350.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.7% |
| 7D | +3.7% | -7.2% | +10.9% | +5.0% |
| 30D | +9.0% | -3.3% | +12.3% | +9.5% |
| 3M | +10.4% | +3.4% | +7.0% | +9.3% |
| 6M | +45.7% | +22.7% | +23.0% | +39.0% |
| YTD | +42.6% | +24.5% | +18.0% | +33.7% |
| 1Y | +38.8% | +38.6% | +0.1% | +25.3% |
| 3Y | +418.8% | +71.5% | +347.3% | +305.3% |
| All | +418.8% | +68.8% | +350.0% | +305.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling