-69.6%
NTHI vs SPY
+34.7%
-104.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.7% |
| 7D | -26.8% | -0.8% | -26.1% | -27.0% |
| 30D | +6.4% | -1.1% | +7.4% | +6.1% |
| 3M | -18.2% | +3.9% | -22.1% | -17.9% |
| 6M | -60.9% | +13.6% | -74.5% | -60.1% |
| YTD | -55.5% | +12.7% | -68.2% | -54.7% |
| 1Y | -62.3% | +17.5% | -79.8% | -60.7% |
| All | -69.6% | +34.7% | -104.4% | -59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling