+40.7%
THC vs RACE
+10.6%
+30.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.3% | +5.3% | +8.2% |
| 7D | +8.8% | +9.9% | -1.1% | +5.9% |
| 30D | +12.6% | +12.8% | -0.2% | +8.7% |
| 3M | +15.4% | +7.4% | +8.0% | +12.7% |
| 6M | +57.7% | +27.6% | +30.1% | +46.2% |
| YTD | +47.1% | +18.4% | +28.7% | +42.3% |
| 1Y | +40.7% | +9.5% | +31.2% | +36.6% |
| All | +40.7% | +10.6% | +30.1% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling