+99.5%
THC vs WTW
+1,174.9%
-1,075.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.7% |
| 7D | -0.7% | -2.6% | +2.0% | +0.6% |
| 30D | +1.3% | -1.0% | +2.2% | +1.6% |
| 3M | +64.2% | +29.9% | +34.3% | +43.9% |
| 6M | +8.3% | +10.7% | -2.4% | +1.6% |
| YTD | +33.4% | +2.6% | +30.8% | +28.9% |
| 1Y | +37.7% | +2.8% | +34.9% | +32.9% |
| 3Y | +236.8% | +67.3% | +169.5% | +148.5% |
| 5Y | +249.3% | +56.6% | +192.6% | +165.7% |
| 10Y | +995.2% | +204.1% | +791.2% | +512.7% |
| All | +99.5% | +1,174.9% | -1,075.4% | -29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling