+1,644.1%
THC vs HBM
+281.1%
+1,362.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | +1.0% | +2.2% | -1.3% | +0.3% |
| 30D | +5.3% | -11.8% | +17.1% | +8.2% |
| 3M | +7.1% | -19.2% | +26.3% | +11.7% |
| 6M | +46.0% | -22.9% | +68.9% | +50.7% |
| YTD | +43.9% | +7.8% | +36.1% | +33.0% |
| 1Y | +45.4% | +34.9% | +10.5% | +26.2% |
| 3Y | +421.3% | +422.2% | -0.9% | +185.1% |
| 5Y | +261.5% | +192.8% | +68.6% | +117.7% |
| All | +1,644.1% | +281.1% | +1,362.9% | +619.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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