+244.5%
THC vs SPXU
-86.0%
+330.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -1.6% |
| 7D | -2.6% | -1.5% | -1.1% | -3.1% |
| 30D | -1.2% | +3.7% | -4.9% | +0.3% |
| 3M | +58.9% | -9.6% | +68.5% | +53.8% |
| 6M | +9.3% | -32.4% | +41.7% | -4.5% |
| YTD | +30.4% | -28.7% | +59.0% | +16.6% |
| 1Y | +34.6% | -38.2% | +72.8% | +14.5% |
| 3Y | +246.7% | -80.4% | +327.1% | +103.5% |
| 5Y | +244.5% | -86.0% | +330.6% | +116.7% |
| All | +244.5% | -86.0% | +330.6% | +116.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling