+195.3%
THC vs WCN
+7,961.2%
-7,765.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.3% |
| 7D | +8.8% | +2.6% | +6.2% | +8.1% |
| 30D | +10.0% | +25.3% | -15.3% | +3.0% |
| 3M | +11.7% | +15.2% | -3.6% | +7.0% |
| 6M | +52.5% | +26.4% | +26.0% | +42.1% |
| YTD | +46.1% | +9.9% | +36.1% | +40.9% |
| 1Y | +49.1% | +16.2% | +32.9% | +41.4% |
| 3Y | +439.6% | +49.4% | +390.2% | +376.1% |
| 5Y | +263.2% | +46.2% | +217.0% | +223.1% |
| 10Y | +1,900.5% | +305.7% | +1,594.8% | +1,307.8% |
| All | +195.3% | +7,961.2% | -7,765.9% | +44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling