+1,800.1%
THC vs GEN
+166.9%
+1,633.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +7.5% | -0.3% | +7.8% | +7.6% |
| 30D | +9.6% | +28.2% | -18.6% | +1.9% |
| 3M | +10.3% | +2.6% | +7.6% | +8.4% |
| 6M | +51.8% | +32.7% | +19.1% | +37.7% |
| YTD | +45.4% | +11.3% | +34.2% | +37.8% |
| 1Y | +40.8% | +17.9% | +22.9% | +30.7% |
| 3Y | +448.8% | +66.3% | +382.5% | +350.7% |
| 5Y | +263.4% | +31.7% | +231.7% | +215.0% |
| 10Y | +1,800.1% | +150.0% | +1,650.1% | +1,316.8% |
| All | +1,800.1% | +166.9% | +1,633.2% | +1,316.8% |
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