+439.6%
THC vs URA
+41.9%
+397.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | -0.1% | +2.2% |
| 7D | +8.8% | +0.3% | +8.5% | +8.8% |
| 30D | +10.0% | -14.8% | +24.8% | +11.8% |
| 3M | +11.7% | -25.3% | +37.0% | +14.9% |
| 6M | +52.5% | -39.9% | +92.4% | +61.2% |
| YTD | +46.1% | -22.4% | +68.5% | +46.4% |
| 1Y | +49.1% | -29.0% | +78.1% | +51.3% |
| 3Y | +439.6% | +41.0% | +398.7% | +313.3% |
| All | +439.6% | +41.9% | +397.8% | +313.3% |
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 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