+47.7%
THC vs LII
-27.8%
+75.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +0.2% | -2.3% | +2.5% | +0.6% |
| 30D | +9.0% | -1.7% | +10.7% | +9.0% |
| 3M | +12.9% | -18.3% | +31.2% | +16.5% |
| 6M | +52.8% | -32.3% | +85.2% | +61.3% |
| YTD | +47.4% | -27.1% | +74.5% | +52.7% |
| 1Y | +47.7% | -27.2% | +74.9% | +52.8% |
| All | +47.7% | -27.8% | +75.5% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling