+37.7%
THC vs SUI
-2.0%
+39.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.7% | -2.8% | +2.2% | +0.1% |
| 30D | +1.3% | -1.2% | +2.4% | +1.5% |
| 3M | +64.2% | -1.7% | +66.0% | +64.5% |
| 6M | +8.3% | -10.5% | +18.7% | +11.1% |
| YTD | +33.4% | -1.8% | +35.2% | +31.8% |
| 1Y | +37.7% | -4.1% | +41.8% | +40.5% |
| All | +37.7% | -2.0% | +39.7% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling