+262.5%
THC vs URA
+28.3%
+234.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.7% | -1.2% |
| 7D | +0.1% | +4.5% | -4.3% | -1.0% |
| 30D | +7.5% | -13.4% | +20.9% | +11.0% |
| 3M | +7.5% | -28.4% | +35.9% | +15.8% |
| 6M | +46.4% | -40.5% | +86.9% | +64.4% |
| YTD | +44.4% | -24.3% | +68.6% | +47.0% |
| 1Y | +43.4% | -28.8% | +72.3% | +48.5% |
| 3Y | +433.3% | +37.6% | +395.7% | +293.8% |
| 5Y | +262.5% | +30.7% | +231.8% | +158.8% |
| All | +262.5% | +28.3% | +234.2% | +158.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling