+439.6%
THC vs TRU
+57.6%
+382.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.8% |
| 7D | +8.8% | +4.4% | +4.4% | +7.6% |
| 30D | +10.0% | +25.2% | -15.2% | +3.2% |
| 3M | +11.7% | +3.8% | +7.9% | +10.0% |
| 6M | +52.5% | +14.3% | +38.2% | +46.1% |
| YTD | +46.1% | -3.9% | +50.0% | +45.6% |
| 1Y | +49.1% | +2.6% | +46.5% | +45.1% |
| 3Y | +439.6% | +58.3% | +381.4% | +284.3% |
| All | +439.6% | +57.6% | +382.0% | +284.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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