+972.3%
THC vs WTW
+197.9%
+774.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.4% |
| 7D | 0.0% | -7.8% | +7.8% | +4.7% |
| 30D | +1.5% | -7.9% | +9.4% | +6.2% |
| 3M | +59.9% | +19.9% | +39.9% | +42.9% |
| 6M | +11.0% | +9.8% | +1.2% | +3.2% |
| YTD | +32.6% | -3.3% | +35.9% | +31.8% |
| 1Y | +37.4% | -3.3% | +40.7% | +36.5% |
| 3Y | +252.5% | +61.5% | +191.0% | +140.5% |
| 5Y | +262.3% | +42.6% | +219.8% | +166.2% |
| All | +972.3% | +197.9% | +774.4% | +474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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