+1,039.2%
THC vs MKC
+26.7%
+1,012.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +4.1% |
| 7D | +4.1% | -4.3% | +8.4% | +5.3% |
| 30D | +3.5% | -3.1% | +6.6% | +4.4% |
| 3M | +61.7% | +6.8% | +54.9% | +58.2% |
| 6M | +11.8% | -18.3% | +30.2% | +17.9% |
| YTD | +35.4% | -23.1% | +58.5% | +44.9% |
| 1Y | +37.0% | -23.7% | +60.7% | +46.6% |
| 3Y | +260.1% | -31.0% | +291.1% | +293.1% |
| 5Y | +262.6% | -33.5% | +296.1% | +299.2% |
| 10Y | +1,039.2% | +30.3% | +1,008.9% | +955.4% |
| All | +1,039.2% | +26.7% | +1,012.5% | +955.4% |
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