+540.5%
THC vs GEN
+8,588.0%
-8,047.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.6% | -0.7% |
| 7D | +3.7% | +2.3% | +1.4% | +3.4% |
| 30D | +9.0% | +33.1% | -24.0% | +4.8% |
| 3M | +10.4% | +6.5% | +3.9% | +9.0% |
| 6M | +45.7% | +53.8% | -8.1% | +36.5% |
| YTD | +42.6% | +11.2% | +31.4% | +39.0% |
| 1Y | +38.8% | +19.4% | +19.4% | +33.9% |
| 3Y | +418.8% | +81.0% | +337.8% | +371.9% |
| 5Y | +275.7% | +33.4% | +242.2% | +253.8% |
| 10Y | +1,496.2% | +164.3% | +1,331.9% | +1,259.6% |
| All | +540.5% | +8,588.0% | -8,047.5% | +218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling