+423.4%
THC vs HIG
+1,002.1%
-578.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.9% |
| 7D | -0.7% | +0.3% | -1.0% | -0.7% |
| 30D | +1.3% | -3.2% | +4.5% | +2.1% |
| 3M | +64.2% | +9.1% | +55.1% | +60.4% |
| 6M | +8.3% | -1.8% | +10.1% | +8.6% |
| YTD | +33.4% | +1.8% | +31.6% | +32.5% |
| 1Y | +37.7% | +4.6% | +33.1% | +35.7% |
| 3Y | +236.8% | +101.6% | +135.1% | +180.6% |
| 5Y | +249.3% | +124.5% | +124.8% | +184.1% |
| 10Y | +995.2% | +317.8% | +677.4% | +686.8% |
| All | +423.4% | +1,002.1% | -578.7% | +120.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling