+448.8%
THC vs MDY
+57.1%
+391.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.2% | -1.2% | -0.5% |
| 7D | +7.5% | +0.7% | +6.8% | +6.9% |
| 30D | +9.6% | +1.3% | +8.3% | +8.3% |
| 3M | +10.3% | -4.1% | +14.3% | +13.8% |
| 6M | +51.8% | +1.0% | +50.8% | +49.8% |
| YTD | +45.4% | +13.3% | +32.1% | +29.5% |
| 1Y | +40.8% | +15.7% | +25.1% | +22.9% |
| 3Y | +448.8% | +59.6% | +389.2% | +205.9% |
| All | +448.8% | +57.1% | +391.7% | +205.9% |
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