+1,913.5%
THC vs WY
+3.1%
+1,910.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.2% | -5.1% | +5.3% | +3.8% |
| 30D | +9.0% | +9.0% | 0.0% | +2.3% |
| 3M | +12.9% | -16.7% | +29.6% | +27.1% |
| 6M | +52.8% | -10.3% | +63.1% | +61.8% |
| YTD | +47.4% | -10.5% | +57.9% | +54.4% |
| 1Y | +47.7% | -5.9% | +53.6% | +48.4% |
| 3Y | +444.7% | -24.7% | +469.4% | +515.5% |
| 5Y | +269.3% | -31.5% | +300.8% | +341.6% |
| 10Y | +1,913.5% | +4.7% | +1,908.8% | +1,593.7% |
| All | +1,913.5% | +3.1% | +1,910.4% | +1,593.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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