-69.8%
NTHI vs SPY
+33.6%
-103.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.0% |
| 7D | -23.6% | -2.0% | -21.6% | -23.9% |
| 30D | -15.9% | -1.7% | -14.2% | -16.2% |
| 3M | -19.6% | +4.7% | -24.3% | -19.1% |
| 6M | -61.1% | +12.5% | -73.7% | -60.4% |
| YTD | -55.7% | +11.7% | -67.5% | -55.0% |
| 1Y | -63.1% | +17.5% | -80.6% | -61.3% |
| All | -69.8% | +33.6% | -103.4% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling