+1,895.0%
THC vs MDY
+171.7%
+1,723.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.9% |
| 7D | +8.8% | 0.0% | +8.8% | +8.7% |
| 30D | +10.0% | +1.0% | +9.1% | +8.3% |
| 3M | +11.7% | -4.1% | +15.8% | +17.5% |
| 6M | +52.5% | +0.6% | +51.8% | +49.3% |
| YTD | +46.1% | +12.9% | +33.1% | +20.7% |
| 1Y | +49.1% | +14.6% | +34.5% | +20.5% |
| 3Y | +439.6% | +57.1% | +382.5% | +164.4% |
| 5Y | +263.2% | +37.1% | +226.1% | +120.9% |
| All | +1,895.0% | +171.7% | +1,723.3% | +356.4% |
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