+1,895.0%
THC vs GEN
+151.3%
+1,743.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +8.8% | +1.0% | +7.8% | +8.6% |
| 30D | +10.0% | +29.1% | -19.0% | +2.1% |
| 3M | +11.7% | +2.9% | +8.8% | +9.7% |
| 6M | +52.5% | +33.6% | +18.9% | +38.0% |
| YTD | +46.1% | +12.0% | +34.0% | +38.1% |
| 1Y | +49.1% | +16.2% | +32.9% | +39.2% |
| 3Y | +439.6% | +65.1% | +374.6% | +344.2% |
| 5Y | +263.2% | +33.3% | +229.9% | +213.7% |
| All | +1,895.0% | +151.3% | +1,743.7% | +1,370.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling