+8,094.7%
TMO vs THC
+495.1%
+7,599.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.5% |
| 7D | +0.4% | -2.6% | +3.0% | +0.7% |
| 30D | +1.5% | -1.2% | +2.7% | +1.6% |
| 3M | +28.5% | +58.9% | -30.4% | +20.8% |
| 6M | +20.4% | +9.3% | +11.0% | +18.3% |
| YTD | +4.3% | +30.4% | -26.1% | -0.1% |
| 1Y | +24.1% | +34.6% | -10.5% | +18.1% |
| 3Y | +17.5% | +246.7% | -229.2% | -2.5% |
| 5Y | +6.8% | +244.5% | -237.7% | -13.5% |
| 10Y | +311.9% | +950.1% | -638.2% | +155.1% |
| All | +8,094.7% | +495.1% | +7,599.6% | +4,131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling