+2,672.5%
NVDL vs THC
+458.2%
+2,214.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.3% |
| 7D | +7.3% | -2.6% | +9.8% | +8.1% |
| 30D | -0.7% | -1.2% | +0.5% | -0.6% |
| 3M | +9.5% | +58.9% | -49.5% | -8.1% |
| 6M | +41.6% | +9.3% | +32.3% | +36.1% |
| YTD | +23.3% | +30.4% | -7.0% | +10.0% |
| 1Y | +40.3% | +34.6% | +5.7% | +21.8% |
| 3Y | +692.2% | +246.7% | +445.5% | +352.8% |
| All | +2,672.5% | +458.2% | +2,214.3% | +1,107.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling