+1,900.5%
THC vs XHB
+248.4%
+1,652.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +2.7% |
| 7D | +8.8% | +1.2% | +7.7% | +7.8% |
| 30D | +10.0% | +8.9% | +1.2% | +1.6% |
| 3M | +11.7% | -4.2% | +15.8% | +14.7% |
| 6M | +52.5% | +1.4% | +51.1% | +46.9% |
| YTD | +46.1% | +1.2% | +44.9% | +38.1% |
| 1Y | +49.1% | -1.3% | +50.4% | +43.5% |
| 3Y | +439.6% | +36.6% | +403.1% | +240.1% |
| 5Y | +263.2% | +34.3% | +228.9% | +127.3% |
| 10Y | +1,900.5% | +241.1% | +1,659.4% | +325.7% |
| All | +1,900.5% | +248.4% | +1,652.1% | +325.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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