+421.3%
THC vs RVTY
+85.4%
+335.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | +1.0% | -0.5% | +1.4% | +1.0% |
| 30D | +5.3% | +1.5% | +3.8% | +4.7% |
| 3M | +7.1% | +31.5% | -24.3% | +0.4% |
| 6M | +46.0% | +62.7% | -16.6% | +29.6% |
| YTD | +43.9% | +60.0% | -16.0% | +26.4% |
| 1Y | +45.4% | +65.7% | -20.3% | +26.3% |
| 3Y | +421.3% | +85.2% | +336.1% | +304.9% |
| All | +421.3% | +85.4% | +335.9% | +304.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling