+1,913.5%
THC vs URA
+277.9%
+1,635.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.4% |
| 7D | +0.2% | +2.9% | -2.6% | -0.9% |
| 30D | +9.0% | -10.8% | +19.8% | +12.8% |
| 3M | +12.9% | -25.5% | +38.4% | +23.4% |
| 6M | +52.8% | -41.2% | +94.1% | +79.1% |
| YTD | +47.4% | -21.3% | +68.7% | +50.0% |
| 1Y | +47.7% | -25.7% | +73.4% | +53.1% |
| 3Y | +444.7% | +43.1% | +401.6% | +287.6% |
| 5Y | +269.3% | +35.6% | +233.7% | +157.3% |
| 10Y | +1,913.5% | +281.3% | +1,632.2% | +649.3% |
| All | +1,913.5% | +277.9% | +1,635.6% | +649.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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