+950.1%
THC vs RRC
+7.9%
+942.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -2.6% | -1.2% | -1.3% | -2.3% |
| 30D | -1.2% | +9.4% | -10.6% | -3.5% |
| 3M | +58.9% | +7.4% | +51.5% | +55.4% |
| 6M | +9.3% | +1.5% | +7.9% | +8.0% |
| YTD | +30.4% | +19.4% | +11.0% | +22.9% |
| 1Y | +34.6% | +24.2% | +10.4% | +24.9% |
| 3Y | +246.7% | +32.8% | +213.9% | +207.9% |
| 5Y | +244.5% | +152.9% | +91.6% | +143.6% |
| 10Y | +950.1% | +3.9% | +946.2% | +591.9% |
| All | +950.1% | +7.9% | +942.2% | +591.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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