+1,900.5%
THC vs STLA
+12.4%
+1,888.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.1% | +1.8% |
| 7D | +8.8% | -4.9% | +13.8% | +10.9% |
| 30D | +10.0% | -4.9% | +15.0% | +11.6% |
| 3M | +11.7% | -23.7% | +35.3% | +21.8% |
| 6M | +52.5% | -45.0% | +97.4% | +86.9% |
| YTD | +46.1% | -60.9% | +107.0% | +99.0% |
| 1Y | +49.1% | -58.9% | +108.0% | +98.0% |
| 3Y | +439.6% | -74.4% | +514.1% | +708.9% |
| 5Y | +263.2% | -71.5% | +334.7% | +393.3% |
| 10Y | +1,900.5% | +5.3% | +1,895.2% | +1,987.8% |
| All | +1,900.5% | +12.4% | +1,888.1% | +1,987.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…
10y analysis · Full analysis span regression · 6 months rolling