+40.7%
THC vs UUUU
-55.1%
+95.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.8% | +10.4% | +9.6% |
| 7D | +8.8% | -14.4% | +23.3% | +9.1% |
| 30D | +12.6% | -33.6% | +46.3% | +13.3% |
| 3M | +15.4% | -44.2% | +59.5% | +16.3% |
| 6M | +57.7% | -66.8% | +124.5% | +63.8% |
| YTD | +47.1% | -50.6% | +97.7% | +40.5% |
| 1Y | +40.7% | -57.8% | +98.5% | +38.5% |
| All | +40.7% | -55.1% | +95.8% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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