+1,644.1%
THC vs NVMI
+2,494.8%
-850.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.5% |
| 7D | +1.0% | +1.5% | -0.5% | +0.5% |
| 30D | +5.3% | -4.1% | +9.4% | +5.8% |
| 3M | +7.1% | -22.8% | +29.9% | +13.5% |
| 6M | +46.0% | -36.9% | +82.9% | +58.7% |
| YTD | +43.9% | -3.2% | +47.1% | +33.3% |
| 1Y | +45.4% | +7.1% | +38.4% | +29.9% |
| 3Y | +421.3% | +181.5% | +239.8% | +191.5% |
| 5Y | +261.5% | +141.2% | +120.3% | +106.1% |
| All | +1,644.1% | +2,494.8% | -850.7% | +276.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling