+1,900.5%
THC vs SUI
+117.1%
+1,783.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.0% |
| 7D | +8.8% | +3.4% | +5.4% | +6.8% |
| 30D | +10.0% | +4.6% | +5.4% | +6.9% |
| 3M | +11.7% | +1.6% | +10.1% | +10.1% |
| 6M | +52.5% | -3.5% | +55.9% | +54.5% |
| YTD | +46.1% | -1.0% | +47.1% | +44.8% |
| 1Y | +49.1% | -1.7% | +50.8% | +48.5% |
| 3Y | +439.6% | +18.4% | +421.3% | +357.3% |
| 5Y | +263.2% | -26.3% | +289.5% | +321.7% |
| 10Y | +1,900.5% | +123.3% | +1,777.1% | +1,876.6% |
| All | +1,900.5% | +117.1% | +1,783.4% | +1,876.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling