+6,075.2%
THC vs HBM
+492.8%
+5,582.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.0% | -7.0% | -0.3% |
| 7D | +7.5% | +5.0% | +2.5% | +6.1% |
| 30D | +9.6% | -12.7% | +22.3% | +12.9% |
| 3M | +10.3% | -17.4% | +27.7% | +14.5% |
| 6M | +51.8% | -8.9% | +60.7% | +50.0% |
| YTD | +45.4% | +14.9% | +30.5% | +32.4% |
| 1Y | +40.8% | +41.4% | -0.6% | +20.9% |
| 3Y | +448.8% | +462.1% | -13.3% | +201.8% |
| 5Y | +263.4% | +224.0% | +39.4% | +116.0% |
| 10Y | +1,800.1% | +320.9% | +1,479.2% | +742.4% |
| All | +6,075.2% | +492.8% | +5,582.4% | +1,469.6% |
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