-77.4%
NHTC vs SPY
+11.8%
-89.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.4% | -8.4% | -8.5% |
| 7D | -14.1% | +3.3% | -17.4% | -15.7% |
| 30D | -24.0% | -2.7% | -21.3% | -22.5% |
| 3M | -59.4% | -1.7% | -57.7% | -59.0% |
| 6M | -75.9% | +3.1% | -79.0% | -76.7% |
| YTD | -74.9% | +11.9% | -86.8% | -77.6% |
| 1Y | -77.4% | +12.0% | -89.4% | -79.8% |
| All | -77.4% | +11.8% | -89.1% | -79.8% |
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