+1,800.1%
THC vs URA
+307.1%
+1,492.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.2% | -4.2% | -0.1% |
| 7D | +7.5% | +4.3% | +3.2% | +5.8% |
| 30D | +9.6% | -11.7% | +21.3% | +13.8% |
| 3M | +10.3% | -23.5% | +33.8% | +19.4% |
| 6M | +51.8% | -37.8% | +89.6% | +74.2% |
| YTD | +45.4% | -19.6% | +65.1% | +47.0% |
| 1Y | +40.8% | -24.8% | +65.6% | +45.3% |
| 3Y | +448.8% | +47.0% | +401.8% | +287.4% |
| 5Y | +263.4% | +35.4% | +228.0% | +154.3% |
| 10Y | +1,800.1% | +302.3% | +1,497.7% | +688.1% |
| All | +1,800.1% | +307.1% | +1,492.9% | +688.1% |
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