+1,039.2%
THC vs MDY
+170.4%
+868.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +4.9% | +5.3% |
| 7D | +4.1% | -0.8% | +4.9% | +5.1% |
| 30D | +3.5% | -3.9% | +7.4% | +9.0% |
| 3M | +61.7% | 0.0% | +61.8% | +61.2% |
| 6M | +11.8% | +8.5% | +3.3% | -1.2% |
| YTD | +35.4% | +13.2% | +22.2% | +12.1% |
| 1Y | +37.0% | +15.0% | +22.0% | +10.4% |
| 3Y | +260.1% | +49.6% | +210.5% | +91.6% |
| 5Y | +262.6% | +46.0% | +216.6% | +100.9% |
| 10Y | +1,039.2% | +176.4% | +862.8% | +203.1% |
| All | +1,039.2% | +170.4% | +868.8% | +203.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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