+996.8%
THC vs RGEN
+412.9%
+583.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.8% | -2.4% |
| 7D | -2.6% | -0.9% | -1.7% | -2.4% |
| 30D | -1.2% | +2.8% | -4.0% | -1.9% |
| 3M | +58.9% | +34.5% | +24.5% | +49.3% |
| 6M | +9.3% | +40.5% | -31.1% | +1.0% |
| YTD | +30.4% | +2.8% | +27.5% | +27.8% |
| 1Y | +34.6% | +39.6% | -5.0% | +23.4% |
| 3Y | +246.7% | +4.4% | +242.3% | +223.1% |
| 5Y | +244.5% | -42.8% | +287.3% | +241.7% |
| All | +996.8% | +412.9% | +583.9% | +779.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling