+45.4%
NU vs THC
+249.8%
-204.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.7% |
| 7D | -4.2% | 0.0% | -4.2% | -4.3% |
| 30D | +10.0% | +1.5% | +8.5% | +9.3% |
| 3M | +29.3% | +59.9% | -30.6% | +10.9% |
| 6M | +0.9% | +11.0% | -10.0% | -3.5% |
| YTD | -10.3% | +32.6% | -42.9% | -19.6% |
| 1Y | -3.2% | +37.4% | -40.5% | -14.8% |
| 3Y | +120.6% | +252.5% | -132.0% | +33.3% |
| All | +45.4% | +249.8% | -204.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded THC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling