+276.8%
THC vs WU
-42.0%
+318.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.6% |
| 7D | +3.7% | +11.7% | -8.0% | +0.8% |
| 30D | +9.0% | +12.6% | -3.6% | +5.7% |
| 3M | +10.4% | -0.5% | +10.9% | +10.2% |
| 6M | +45.7% | -18.2% | +63.8% | +51.7% |
| YTD | +42.6% | -19.0% | +61.6% | +48.5% |
| 1Y | +38.8% | -16.7% | +55.4% | +43.1% |
| 3Y | +418.8% | -21.0% | +439.8% | +429.3% |
| All | +276.8% | -42.0% | +318.7% | +332.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling