+1,913.5%
THC vs GEN
+156.5%
+1,757.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.3% |
| 7D | +0.2% | -0.8% | +1.1% | +0.5% |
| 30D | +9.0% | +31.2% | -22.2% | +0.7% |
| 3M | +12.9% | +6.1% | +6.8% | +10.0% |
| 6M | +52.8% | +38.1% | +14.7% | +37.1% |
| YTD | +47.4% | +14.4% | +33.0% | +38.6% |
| 1Y | +47.7% | +15.1% | +32.6% | +38.4% |
| 3Y | +444.7% | +68.5% | +376.1% | +345.7% |
| 5Y | +269.3% | +35.8% | +233.4% | +217.3% |
| 10Y | +1,913.5% | +155.4% | +1,758.1% | +1,375.0% |
| All | +1,913.5% | +156.5% | +1,757.0% | +1,375.0% |
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