+406.9%
THC vs NVDX
+357.5%
+49.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | -0.1% |
| 7D | +1.0% | -24.7% | +25.7% | +2.2% |
| 30D | +5.3% | -48.2% | +53.5% | +8.3% |
| 3M | +7.1% | -51.9% | +59.0% | +10.4% |
| 6M | +46.0% | -55.6% | +101.7% | +50.7% |
| YTD | +43.9% | -41.5% | +85.5% | +45.1% |
| 1Y | +45.4% | -44.0% | +89.4% | +46.8% |
| 3Y | +421.3% | +262.2% | +159.1% | +318.3% |
| All | +406.9% | +357.5% | +49.3% | +279.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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