-66.4%
NTHI vs SPY
+35.0%
-101.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.1% | -0.5% | -18.5% | -19.2% |
| 7D | -14.0% | +0.5% | -14.5% | -13.9% |
| 30D | +16.3% | -0.9% | +17.2% | +16.1% |
| 3M | -9.4% | +3.9% | -13.2% | -8.9% |
| 6M | -57.0% | +14.5% | -71.5% | -56.0% |
| YTD | -50.8% | +12.9% | -63.7% | -49.9% |
| 1Y | -50.7% | +19.4% | -70.1% | -47.9% |
| All | -66.4% | +35.0% | -101.4% | -55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling