+1,900.5%
THC vs WU
-35.7%
+1,936.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | -0.1% |
| 7D | +8.8% | +11.0% | -2.2% | +3.5% |
| 30D | +10.0% | +13.4% | -3.4% | +3.5% |
| 3M | +11.7% | +2.2% | +9.4% | +9.8% |
| 6M | +52.5% | -18.2% | +70.7% | +63.9% |
| YTD | +46.1% | -18.3% | +64.4% | +55.9% |
| 1Y | +49.1% | -12.2% | +61.3% | +52.5% |
| 3Y | +439.6% | -20.8% | +460.4% | +452.7% |
| 5Y | +263.2% | -42.6% | +305.7% | +339.4% |
| 10Y | +1,900.5% | -35.5% | +1,935.9% | +2,255.3% |
| All | +1,900.5% | -35.7% | +1,936.2% | +2,255.3% |
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