+950.1%
THC vs IBN
+312.4%
+637.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -1.2% |
| 7D | -2.6% | -2.2% | -0.4% | -1.7% |
| 30D | -1.2% | -2.3% | +1.1% | -0.3% |
| 3M | +58.9% | +15.9% | +43.1% | +49.4% |
| 6M | +9.3% | +5.6% | +3.7% | +6.7% |
| YTD | +30.4% | -0.1% | +30.4% | +29.9% |
| 1Y | +34.6% | -6.5% | +41.1% | +37.5% |
| 3Y | +246.7% | +29.3% | +217.4% | +203.7% |
| 5Y | +244.5% | +56.6% | +188.0% | +173.7% |
| 10Y | +950.1% | +314.4% | +635.7% | +519.0% |
| All | +950.1% | +312.4% | +637.7% | +519.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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