+1,039.2%
THC vs RGEN
+402.3%
+636.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.1% | +5.9% | +4.3% |
| 7D | +4.1% | -4.6% | +8.6% | +5.0% |
| 30D | +3.5% | +1.2% | +2.4% | +3.1% |
| 3M | +61.7% | +26.8% | +34.9% | +53.6% |
| 6M | +11.8% | +29.1% | -17.2% | +5.1% |
| YTD | +35.4% | +0.7% | +34.7% | +33.2% |
| 1Y | +37.0% | +39.1% | -2.0% | +25.6% |
| 3Y | +260.1% | +2.2% | +257.8% | +236.9% |
| 5Y | +262.6% | -44.0% | +306.6% | +261.0% |
| 10Y | +1,039.2% | +412.7% | +626.5% | +816.7% |
| All | +1,039.2% | +402.3% | +636.9% | +816.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling