+5,954.1%
THC vs HBM
+443.9%
+5,510.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | +3.7% | -3.6% | +7.3% | +4.7% |
| 30D | +9.0% | -19.2% | +28.2% | +14.6% |
| 3M | +10.4% | -20.5% | +30.9% | +15.8% |
| 6M | +45.7% | -12.8% | +58.5% | +45.6% |
| YTD | +42.6% | +5.4% | +37.1% | +32.8% |
| 1Y | +38.8% | +33.0% | +5.8% | +21.1% |
| 3Y | +418.8% | +357.3% | +61.5% | +201.6% |
| 5Y | +275.7% | +210.4% | +65.3% | +125.3% |
| 10Y | +1,496.2% | +387.1% | +1,109.1% | +578.5% |
| All | +5,954.1% | +443.9% | +5,510.1% | +1,474.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling