+256.5%
THC vs NVMI
+140.3%
+116.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.3% |
| 7D | +1.0% | +1.5% | -0.5% | +0.6% |
| 30D | +5.3% | -4.1% | +9.4% | +5.8% |
| 3M | +7.1% | -22.8% | +29.9% | +11.9% |
| 6M | +46.0% | -36.9% | +82.9% | +55.6% |
| YTD | +43.9% | -3.2% | +47.1% | +34.2% |
| 1Y | +45.4% | +7.1% | +38.4% | +31.5% |
| 3Y | +421.3% | +181.5% | +239.8% | +200.7% |
| All | +256.5% | +140.3% | +116.2% | +110.0% |
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