+421.3%
THC vs SPXU
-80.6%
+501.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | +0.1% |
| 7D | +1.0% | -7.6% | +8.5% | -1.1% |
| 30D | +5.3% | +5.3% | 0.0% | +7.5% |
| 3M | +7.1% | +9.6% | -2.5% | +10.7% |
| 6M | +46.0% | -4.5% | +50.6% | +45.8% |
| YTD | +43.9% | -25.9% | +69.8% | +34.3% |
| 1Y | +45.4% | -28.9% | +74.3% | +34.4% |
| 3Y | +421.3% | -80.5% | +501.8% | +191.1% |
| All | +421.3% | -80.6% | +501.9% | +191.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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