+973.2%
THC vs UUUU
+465.5%
+507.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.9% |
| 7D | -0.5% | -10.5% | +10.0% | +1.2% |
| 30D | -1.2% | -10.5% | +9.3% | +0.3% |
| 3M | +52.3% | -14.1% | +66.4% | +54.1% |
| 6M | +12.4% | -35.5% | +47.9% | +17.5% |
| YTD | +32.7% | -10.9% | +43.6% | +27.7% |
| 1Y | +36.4% | +3.4% | +33.0% | +23.6% |
| 3Y | +259.3% | +73.1% | +186.2% | +172.2% |
| 5Y | +262.7% | +87.1% | +175.5% | +150.1% |
| All | +973.2% | +465.5% | +507.7% | +391.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling