+262.6%
THC vs NVMI
+274.3%
-11.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.7% | +4.0% |
| 7D | +4.1% | +6.9% | -2.9% | +2.6% |
| 30D | +3.5% | -2.8% | +6.4% | +3.8% |
| 3M | +61.7% | -27.3% | +89.1% | +69.9% |
| 6M | +11.8% | -13.7% | +25.5% | +10.8% |
| YTD | +35.4% | +13.8% | +21.6% | +23.4% |
| 1Y | +37.0% | +34.9% | +2.2% | +17.8% |
| 3Y | +260.1% | +213.5% | +46.5% | +111.8% |
| 5Y | +262.6% | +272.5% | -9.9% | +102.6% |
| All | +262.6% | +274.3% | -11.7% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling