+45.9%
THC vs WY
-5.2%
+51.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | +0.1% | -5.4% | +5.5% | +1.5% |
| 30D | +7.5% | +7.9% | -0.4% | +5.9% |
| 3M | +7.5% | -16.6% | +24.1% | +11.4% |
| 6M | +46.4% | -11.2% | +57.6% | +50.5% |
| YTD | +44.4% | -11.3% | +55.7% | +50.1% |
| All | +45.9% | -5.2% | +51.1% | +54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling