+261.2%
THC vs HIG
+103.2%
+158.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.2% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +1.3% | -3.2% | +4.5% | +3.0% |
| 3M | +64.2% | +9.1% | +55.1% | +56.1% |
| 6M | +8.3% | -1.8% | +10.1% | +8.9% |
| YTD | +33.4% | +1.8% | +31.6% | +31.4% |
| 1Y | +37.7% | +4.6% | +33.1% | +33.1% |
| All | +261.2% | +103.2% | +158.0% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling