+42.8%
THC vs IRE
-97.3%
+140.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.0% |
| 7D | +7.5% | -15.5% | +23.0% | +7.4% |
| 30D | +9.6% | -70.4% | +80.0% | +9.8% |
| 3M | +10.3% | -81.6% | +91.9% | +10.5% |
| 6M | +51.8% | -94.7% | +146.5% | +55.6% |
| YTD | +45.4% | -91.8% | +137.2% | +41.0% |
| 1Y | +40.8% | -97.6% | +138.4% | +41.3% |
| All | +42.8% | -97.3% | +140.1% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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