+972.3%
THC vs NVS
+180.2%
+792.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | 0.0% | -15.7% | +15.7% | +10.3% |
| 30D | +1.5% | -11.1% | +12.6% | +7.8% |
| 3M | +59.9% | -7.2% | +67.1% | +65.0% |
| 6M | +11.0% | -12.3% | +23.3% | +18.6% |
| YTD | +32.6% | +2.8% | +29.8% | +26.9% |
| 1Y | +37.4% | +11.9% | +25.4% | +23.6% |
| 3Y | +252.5% | +55.1% | +197.5% | +142.6% |
| 5Y | +262.3% | +94.1% | +168.3% | +103.3% |
| All | +972.3% | +180.2% | +792.1% | +460.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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