+1,644.1%
THC vs WCN
+322.1%
+1,322.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.0% | +2.6% | -1.6% | -0.7% |
| 30D | +5.3% | +23.9% | -18.6% | -9.2% |
| 3M | +7.1% | +17.4% | -10.3% | -4.3% |
| 6M | +46.0% | +28.0% | +18.0% | +22.5% |
| YTD | +43.9% | +11.6% | +32.4% | +30.7% |
| 1Y | +45.4% | +16.9% | +28.6% | +27.3% |
| 3Y | +421.3% | +51.6% | +369.7% | +265.3% |
| 5Y | +261.5% | +48.0% | +213.5% | +154.8% |
| All | +1,644.1% | +322.1% | +1,322.0% | +596.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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