+49.1%
THC vs FGI
+45.2%
+3.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.4% |
| 7D | +8.8% | -4.1% | +12.9% | +8.8% |
| 30D | +10.0% | -3.4% | +13.4% | +10.0% |
| 3M | +11.7% | +61.8% | -50.1% | +13.4% |
| 6M | +52.5% | +17.0% | +35.4% | +54.3% |
| YTD | +46.1% | +31.4% | +14.7% | +47.0% |
| 1Y | +49.1% | +42.7% | +6.4% | +45.9% |
| All | +49.1% | +45.2% | +3.9% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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