+254.0%
THC vs WPM
+254.8%
-0.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.6% | +0.8% |
| 7D | -0.7% | +1.1% | -1.7% | -0.9% |
| 30D | +1.3% | +26.4% | -25.1% | -3.9% |
| 3M | +64.2% | +20.8% | +43.4% | +56.6% |
| 6M | +8.3% | +1.1% | +7.2% | +6.8% |
| YTD | +33.4% | +32.5% | +0.9% | +22.1% |
| 1Y | +37.7% | +51.5% | -13.9% | +21.0% |
| 3Y | +236.8% | +267.0% | -30.2% | +121.6% |
| All | +254.0% | +254.8% | -0.8% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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