-21.7%
NEHI vs SPY
+14.1%
-35.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.3% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | +20.7% | +0.1% | +20.7% | +20.5% |
| 3M | +27.8% | +2.0% | +25.8% | +23.3% |
| 6M | +9.7% | +13.0% | -3.3% | -13.3% |
| YTD | -19.2% | +13.5% | -32.8% | -36.2% |
| All | -21.7% | +14.1% | -35.8% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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