+523.0%
THC vs LII
+2,790.7%
-2,267.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.9% | -1.0% |
| 7D | +5.9% | +0.2% | +5.7% | +5.8% |
| 30D | +10.8% | -4.6% | +15.4% | +12.2% |
| 3M | +9.4% | -21.7% | +31.1% | +18.6% |
| 6M | +53.3% | -32.8% | +86.1% | +72.7% |
| YTD | +44.2% | -27.5% | +71.7% | +56.6% |
| 1Y | +37.3% | -28.0% | +65.3% | +49.3% |
| 3Y | +421.6% | -7.2% | +428.8% | +401.0% |
| 5Y | +279.8% | +22.6% | +257.2% | +223.0% |
| 10Y | +1,513.9% | +171.5% | +1,342.3% | +981.9% |
| All | +523.0% | +2,790.7% | -2,267.6% | +137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling