+418.8%
THC vs URA
+36.0%
+382.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.5% | -1.5% |
| 7D | +3.7% | -4.1% | +7.8% | +4.1% |
| 30D | +9.0% | -19.0% | +28.1% | +11.4% |
| 3M | +10.4% | -25.1% | +35.5% | +13.5% |
| 6M | +45.7% | -44.5% | +90.2% | +55.7% |
| YTD | +42.6% | -24.3% | +66.9% | +43.3% |
| 1Y | +38.8% | -28.1% | +66.9% | +40.2% |
| 3Y | +418.8% | +40.7% | +378.2% | +301.0% |
| All | +418.8% | +36.0% | +382.9% | +301.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling