+1,644.1%
THC vs MDY
+165.3%
+1,478.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.1% |
| 7D | +1.0% | +2.3% | -1.3% | -2.1% |
| 30D | +5.3% | +2.0% | +3.3% | +2.3% |
| 3M | +7.1% | -5.6% | +12.7% | +15.2% |
| 6M | +46.0% | +1.3% | +44.8% | +41.8% |
| YTD | +43.9% | +12.3% | +31.6% | +19.9% |
| 1Y | +45.4% | +15.8% | +29.7% | +16.0% |
| 3Y | +421.3% | +56.5% | +364.8% | +157.3% |
| 5Y | +261.5% | +35.1% | +226.3% | +125.1% |
| All | +1,644.1% | +165.3% | +1,478.8% | +391.1% |
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