+269.3%
THC vs IBB
+43.4%
+225.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | +0.2% | -1.4% | +1.6% | +1.1% |
| 30D | +9.0% | +6.8% | +2.2% | +4.0% |
| 3M | +12.9% | +9.2% | +3.7% | +5.1% |
| 6M | +52.8% | +28.3% | +24.5% | +26.3% |
| YTD | +47.4% | +29.4% | +18.1% | +20.1% |
| 1Y | +47.7% | +33.2% | +14.6% | +17.6% |
| 3Y | +444.7% | +90.2% | +354.5% | +214.5% |
| 5Y | +269.3% | +44.0% | +225.3% | +158.8% |
| All | +269.3% | +43.4% | +225.9% | +158.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling