+263.4%
THC vs LII
+23.0%
+240.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +1.2% |
| 7D | +7.5% | -1.2% | +8.7% | +8.0% |
| 30D | +9.6% | -2.0% | +11.5% | +9.8% |
| 3M | +10.3% | -20.2% | +30.5% | +18.6% |
| 6M | +51.8% | -32.5% | +84.3% | +70.3% |
| YTD | +45.4% | -27.4% | +72.8% | +56.8% |
| 1Y | +40.8% | -28.2% | +69.0% | +52.2% |
| 3Y | +448.8% | -7.2% | +456.0% | +388.7% |
| 5Y | +263.4% | +19.9% | +243.5% | +155.7% |
| All | +263.4% | +23.0% | +240.4% | +155.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling