+45.4%
THC vs WU
-15.0%
+60.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.5% |
| 7D | +1.0% | -2.0% | +3.0% | +1.2% |
| 30D | +5.3% | +11.4% | -6.1% | +3.6% |
| 3M | +7.1% | -6.8% | +13.9% | +7.5% |
| 6M | +46.0% | -14.6% | +60.7% | +47.3% |
| YTD | +43.9% | -20.6% | +64.6% | +46.9% |
| 1Y | +45.4% | -15.4% | +60.8% | +47.9% |
| All | +45.4% | -15.0% | +60.4% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling