+950.1%
THC vs WU
-41.4%
+991.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.0% |
| 7D | -2.6% | -0.8% | -1.7% | -2.2% |
| 30D | -1.2% | -1.1% | 0.0% | -0.8% |
| 3M | +58.9% | -1.8% | +60.7% | +56.2% |
| 6M | +9.3% | -23.9% | +33.3% | +22.6% |
| YTD | +30.4% | -20.4% | +50.8% | +41.8% |
| 1Y | +34.6% | -10.6% | +45.2% | +35.2% |
| 3Y | +246.7% | -27.7% | +274.4% | +274.6% |
| 5Y | +244.5% | -51.1% | +295.7% | +370.0% |
| 10Y | +950.1% | -40.7% | +990.8% | +1,125.5% |
| All | +950.1% | -41.4% | +991.5% | +1,125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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