+499.2%
THC vs GEN
+8,838.8%
-8,339.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.9% |
| 7D | -0.7% | -1.2% | +0.5% | -0.5% |
| 30D | +1.3% | +10.1% | -8.9% | -0.1% |
| 3M | +64.2% | +16.1% | +48.2% | +60.8% |
| 6M | +8.3% | +38.9% | -30.6% | +3.1% |
| YTD | +33.4% | +14.4% | +18.9% | +30.0% |
| 1Y | +37.7% | +5.9% | +31.8% | +35.5% |
| 3Y | +236.8% | +58.8% | +178.0% | +212.9% |
| 5Y | +249.3% | +24.7% | +224.6% | +232.9% |
| 10Y | +995.2% | +163.1% | +832.2% | +835.5% |
| All | +499.2% | +8,838.8% | -8,339.6% | +197.9% |
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