+20,389.3%
TXN vs THC
+508.9%
+19,880.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.7% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | -6.9% | +1.3% | -8.2% | -7.1% |
| 3M | -14.9% | +64.2% | -79.2% | -20.6% |
| 6M | +29.0% | +8.3% | +20.7% | +26.8% |
| YTD | +51.5% | +33.4% | +18.1% | +44.5% |
| 1Y | +41.6% | +37.7% | +3.9% | +34.2% |
| 3Y | +65.8% | +236.8% | -171.0% | +38.4% |
| 5Y | +56.8% | +249.3% | -192.4% | +27.3% |
| 10Y | +387.5% | +995.2% | -607.8% | +211.4% |
| All | +20,389.3% | +508.9% | +19,880.5% | +9,742.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling