+1,900.5%
THC vs XME
+270.2%
+1,630.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +1.7% |
| 7D | +8.8% | -0.2% | +9.0% | +8.6% |
| 30D | +10.0% | -9.2% | +19.2% | +15.8% |
| 3M | +11.7% | -17.8% | +29.4% | +23.8% |
| 6M | +52.5% | -20.0% | +72.5% | +67.8% |
| YTD | +46.1% | -6.6% | +52.7% | +40.7% |
| 1Y | +49.1% | +1.8% | +47.3% | +34.8% |
| 3Y | +439.6% | +98.7% | +340.9% | +177.7% |
| 5Y | +263.2% | +123.9% | +139.2% | +58.1% |
| 10Y | +1,900.5% | +277.9% | +1,622.6% | +375.8% |
| All | +1,900.5% | +270.2% | +1,630.3% | +375.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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