+1,900.5%
THC vs MKC
+21.5%
+1,879.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +1.1% |
| 7D | +8.8% | -2.4% | +11.3% | +9.6% |
| 30D | +10.0% | +5.4% | +4.7% | +8.5% |
| 3M | +11.7% | -11.1% | +22.8% | +15.1% |
| 6M | +52.5% | -1.4% | +53.9% | +52.3% |
| YTD | +46.1% | -29.4% | +75.5% | +59.3% |
| 1Y | +49.1% | -24.7% | +73.8% | +59.4% |
| 3Y | +439.6% | -21.8% | +461.5% | +466.7% |
| 5Y | +263.2% | -36.0% | +299.2% | +303.3% |
| 10Y | +1,900.5% | +24.9% | +1,875.6% | +2,049.6% |
| All | +1,900.5% | +21.5% | +1,879.0% | +2,049.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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