+356.9%
THC vs LTH
+186.2%
+170.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +8.8% | +6.4% | +2.4% | +6.9% |
| 30D | +10.0% | +16.7% | -6.7% | +5.0% |
| 3M | +11.7% | +11.7% | 0.0% | +7.7% |
| 6M | +52.5% | +48.5% | +4.0% | +35.2% |
| YTD | +46.1% | +78.4% | -32.3% | +21.4% |
| 1Y | +49.1% | +89.7% | -40.6% | +21.5% |
| 3Y | +439.6% | +245.6% | +194.0% | +257.6% |
| 5Y | +263.2% | +142.7% | +120.5% | +147.5% |
| All | +356.9% | +186.2% | +170.7% | +199.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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