+246.7%
THC vs MDY
+51.1%
+195.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.7% |
| 7D | -2.6% | +1.0% | -3.6% | -3.4% |
| 30D | -1.2% | -3.1% | +2.0% | +1.4% |
| 3M | +58.9% | +1.8% | +57.1% | +56.3% |
| 6M | +9.3% | +10.8% | -1.5% | -0.3% |
| YTD | +30.4% | +14.4% | +15.9% | +14.8% |
| 1Y | +34.6% | +15.2% | +19.4% | +17.5% |
| 3Y | +246.7% | +51.2% | +195.5% | +111.4% |
| All | +246.7% | +51.1% | +195.6% | +111.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling