+1,900.5%
THC vs IBB
+130.8%
+1,769.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.4% |
| 7D | +8.8% | +0.8% | +8.0% | +8.1% |
| 30D | +10.0% | +5.2% | +4.9% | +5.3% |
| 3M | +11.7% | +8.6% | +3.1% | +2.9% |
| 6M | +52.5% | +27.8% | +24.6% | +21.6% |
| YTD | +46.1% | +28.8% | +17.3% | +14.5% |
| 1Y | +49.1% | +36.4% | +12.7% | +11.0% |
| 3Y | +439.6% | +89.3% | +350.3% | +188.6% |
| 5Y | +263.2% | +43.3% | +219.9% | +150.9% |
| 10Y | +1,900.5% | +130.6% | +1,769.8% | +761.4% |
| All | +1,900.5% | +130.8% | +1,769.7% | +761.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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