+1,800.1%
THC vs WCC
+492.1%
+1,308.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.1% | -6.1% | -1.6% |
| 7D | +7.5% | -5.7% | +13.2% | +9.0% |
| 30D | +9.6% | -13.5% | +23.0% | +14.8% |
| 3M | +10.3% | -12.9% | +23.1% | +14.1% |
| 6M | +51.8% | -10.7% | +62.5% | +51.7% |
| YTD | +45.4% | +30.0% | +15.4% | +19.1% |
| 1Y | +40.8% | +24.7% | +16.1% | +17.2% |
| 3Y | +448.8% | +136.6% | +312.2% | +187.6% |
| 5Y | +263.4% | +143.9% | +119.5% | +69.0% |
| 10Y | +1,800.1% | +465.9% | +1,334.1% | +315.7% |
| All | +1,800.1% | +492.1% | +1,308.0% | +315.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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