-70.1%
NTHI vs SPY
+34.4%
-104.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.5% | -10.6% | -11.1% |
| 7D | -27.0% | -0.4% | -26.7% | -27.1% |
| 30D | +3.4% | -1.4% | +4.8% | +3.1% |
| 3M | -18.1% | +3.7% | -21.8% | -17.7% |
| 6M | -62.8% | +13.0% | -75.8% | -62.1% |
| YTD | -56.2% | +12.4% | -68.6% | -55.5% |
| 1Y | -57.3% | +18.5% | -75.8% | -55.0% |
| All | -70.1% | +34.4% | -104.5% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling