+47.7%
THC vs WY
-6.3%
+54.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.2% | -5.1% | +5.3% | +1.5% |
| 30D | +9.0% | +9.0% | 0.0% | +7.2% |
| 3M | +12.9% | -16.7% | +29.6% | +16.9% |
| 6M | +52.8% | -10.3% | +63.1% | +56.7% |
| YTD | +47.4% | -10.5% | +57.9% | +53.0% |
| 1Y | +47.7% | -5.9% | +53.6% | +55.7% |
| All | +47.7% | -6.3% | +54.0% | +55.7% |
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 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