+279.8%
THC vs SUI
-25.7%
+305.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.4% |
| 7D | +5.9% | +8.8% | -2.9% | +1.2% |
| 30D | +10.8% | +8.9% | +1.9% | +5.6% |
| 3M | +9.4% | +2.0% | +7.4% | +7.9% |
| 6M | +53.3% | -0.6% | +53.9% | +52.8% |
| YTD | +44.2% | +1.3% | +42.8% | +41.2% |
| 1Y | +37.3% | +1.3% | +36.0% | +34.5% |
| 3Y | +421.6% | +16.3% | +405.3% | +345.5% |
| 5Y | +279.8% | -25.1% | +304.9% | +368.6% |
| All | +279.8% | -25.7% | +305.5% | +368.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling