+424.6%
THC vs TMF
-25.2%
+449.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.1% |
| 7D | +5.9% | +2.7% | +3.2% | +5.5% |
| 30D | +10.8% | +19.3% | -8.5% | +8.1% |
| 3M | +9.4% | -3.7% | +13.1% | +9.8% |
| 6M | +53.3% | -11.3% | +64.6% | +55.4% |
| YTD | +44.2% | -16.6% | +60.8% | +47.2% |
| 1Y | +37.3% | -21.1% | +58.4% | +41.3% |
| All | +424.6% | -25.2% | +449.8% | +433.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 3y: compounded portfolio wealth divided by compounded TMF 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…
3y analysis · Full analysis span regression · 6 months rolling