+245.8%
THC vs TMF
-42.2%
+288.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -0.7% | -1.4% | +0.8% | -0.5% |
| 30D | +1.3% | -2.8% | +4.1% | +1.6% |
| 3M | +64.2% | -10.9% | +75.2% | +66.6% |
| 6M | +8.3% | -21.3% | +29.6% | +11.6% |
| YTD | +33.4% | -15.9% | +49.3% | +36.1% |
| 1Y | +37.7% | -15.7% | +53.4% | +40.1% |
| All | +245.8% | -42.2% | +288.1% | +259.0% |
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