+262.6%
THC vs UUUU
+132.1%
+130.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.3% | +3.9% |
| 7D | +4.1% | +1.8% | +2.3% | +3.9% |
| 30D | +3.5% | +1.8% | +1.7% | +3.0% |
| 3M | +61.7% | +1.3% | +60.5% | +60.1% |
| 6M | +11.8% | -26.8% | +38.6% | +14.2% |
| YTD | +35.4% | +0.1% | +35.3% | +29.2% |
| 1Y | +37.0% | +11.2% | +25.8% | +24.8% |
| 3Y | +260.1% | +97.7% | +162.4% | +174.7% |
| 5Y | +262.6% | +127.3% | +135.2% | +156.0% |
| All | +262.6% | +132.1% | +130.5% | +156.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling