+40.7%
THC vs NVMI
-11.6%
+52.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.4% | +12.0% | +9.6% |
| 7D | +8.8% | -11.8% | +20.6% | +9.0% |
| 30D | +12.6% | -24.8% | +37.5% | +13.2% |
| 3M | +15.4% | -28.6% | +43.9% | +16.0% |
| 6M | +57.7% | -40.0% | +97.7% | +56.9% |
| YTD | +47.1% | -10.1% | +57.1% | +29.5% |
| 1Y | +40.7% | -9.8% | +50.4% | +23.1% |
| All | +40.7% | -11.6% | +52.3% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 1y: compounded portfolio wealth divided by compounded NVMI 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…
1y analysis · Full analysis span regression · 6 months rolling