+254.0%
THC vs RVTY
-30.5%
+284.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.7% | +1.1% | -1.8% | -1.1% |
| 30D | +1.3% | +13.2% | -12.0% | -3.2% |
| 3M | +64.2% | +27.2% | +37.0% | +49.9% |
| 6M | +8.3% | +32.4% | -24.1% | -3.3% |
| YTD | +33.4% | +34.9% | -1.5% | +16.8% |
| 1Y | +37.7% | +52.4% | -14.7% | +13.8% |
| 3Y | +236.8% | +12.3% | +224.5% | +207.5% |
| All | +254.0% | -30.5% | +284.5% | +309.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling