+1,039.2%
THC vs LEN
+103.7%
+935.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +3.6% |
| 7D | +4.1% | -3.4% | +7.5% | +5.9% |
| 30D | +3.5% | -5.7% | +9.2% | +6.4% |
| 3M | +61.7% | -12.2% | +74.0% | +71.8% |
| 6M | +11.8% | -18.3% | +30.1% | +22.1% |
| YTD | +35.4% | -20.2% | +55.6% | +48.3% |
| 1Y | +37.0% | -40.1% | +77.1% | +72.9% |
| 3Y | +260.1% | -26.2% | +286.3% | +280.6% |
| 5Y | +262.6% | -9.8% | +272.4% | +229.7% |
| 10Y | +1,039.2% | +109.1% | +930.1% | +439.9% |
| All | +1,039.2% | +103.7% | +935.5% | +439.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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