+1,644.1%
THC vs RACE
+729.2%
+914.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.0% |
| 7D | +1.0% | -1.2% | +2.2% | +1.6% |
| 30D | +5.3% | +6.1% | -0.8% | +2.2% |
| 3M | +7.1% | -0.3% | +7.4% | +7.0% |
| 6M | +46.0% | +23.4% | +22.6% | +29.3% |
| YTD | +43.9% | +12.5% | +31.4% | +32.8% |
| 1Y | +45.4% | -0.5% | +45.9% | +43.0% |
| 3Y | +421.3% | +23.6% | +397.7% | +322.6% |
| 5Y | +261.5% | +65.4% | +196.0% | +139.5% |
| All | +1,644.1% | +729.2% | +914.9% | +516.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling