+276.8%
THC vs RVTY
-7.4%
+284.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -2.0% |
| 7D | +3.7% | -1.2% | +4.9% | +3.8% |
| 30D | +9.0% | +1.0% | +8.0% | +8.2% |
| 3M | +10.4% | +35.8% | -25.4% | -1.5% |
| 6M | +45.7% | +56.7% | -11.0% | +22.6% |
| YTD | +42.6% | +60.7% | -18.1% | +16.8% |
| 1Y | +38.8% | +73.7% | -34.9% | +9.9% |
| 3Y | +418.8% | +82.8% | +336.1% | +278.6% |
| All | +276.8% | -7.4% | +284.2% | +305.1% |
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