+2,437.3%
THC vs SPXU
-100.0%
+2,537.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +1.0% |
| 7D | +8.8% | +0.5% | +8.3% | +9.8% |
| 30D | +10.0% | +10.9% | -0.9% | +16.3% |
| 3M | +11.7% | +9.6% | +2.1% | +17.6% |
| 6M | +52.5% | -4.7% | +57.1% | +51.4% |
| YTD | +46.1% | -24.6% | +70.7% | +31.9% |
| 1Y | +49.1% | -24.7% | +73.8% | +35.4% |
| 3Y | +439.6% | -80.0% | +519.7% | +194.5% |
| 5Y | +263.2% | -83.5% | +346.6% | +128.8% |
| 10Y | +1,900.5% | -99.5% | +2,000.0% | +334.1% |
| All | +2,437.3% | -100.0% | +2,537.3% | +59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling