+266.6%
THC vs WTW
+60.9%
+205.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.6% | +7.4% | +4.8% |
| 7D | +4.1% | -7.1% | +11.2% | +6.0% |
| 30D | +3.5% | -8.5% | +12.1% | +5.8% |
| 3M | +61.7% | +20.6% | +41.2% | +54.3% |
| 6M | +11.8% | +7.2% | +4.6% | +9.5% |
| YTD | +35.4% | -3.9% | +39.3% | +36.9% |
| 1Y | +37.0% | -3.6% | +40.6% | +38.5% |
| All | +266.6% | +60.9% | +205.7% | +243.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling