+188.3%
THC vs WCN
+7,873.9%
-7,685.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | +3.7% | +2.9% | +0.8% | +2.9% |
| 30D | +9.0% | +22.1% | -13.1% | +2.8% |
| 3M | +10.4% | +13.2% | -2.8% | +6.3% |
| 6M | +45.7% | +23.7% | +22.0% | +36.6% |
| YTD | +42.6% | +8.7% | +33.8% | +37.9% |
| 1Y | +38.8% | +15.3% | +23.4% | +31.9% |
| 3Y | +418.8% | +46.0% | +372.8% | +360.8% |
| 5Y | +275.7% | +45.9% | +229.8% | +234.4% |
| 10Y | +1,496.2% | +311.1% | +1,185.2% | +1,021.1% |
| All | +188.3% | +7,873.9% | -7,685.6% | +41.7% |
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