+38.8%
THC vs URA
-31.4%
+70.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.5% | -1.2% |
| 7D | +3.7% | -4.1% | +7.8% | +3.8% |
| 30D | +9.0% | -19.0% | +28.1% | +9.7% |
| 3M | +10.4% | -25.1% | +35.5% | +11.3% |
| 6M | +45.7% | -44.5% | +90.2% | +51.2% |
| YTD | +42.6% | -24.3% | +66.9% | +36.7% |
| 1Y | +38.8% | -28.1% | +66.9% | +34.1% |
| All | +38.8% | -31.4% | +70.1% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling