+266.6%
THC vs NVS
+54.6%
+212.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.0% | +3.9% |
| 7D | +4.1% | -15.4% | +19.5% | +9.6% |
| 30D | +3.5% | -12.3% | +15.8% | +7.4% |
| 3M | +61.7% | -7.8% | +69.6% | +64.9% |
| 6M | +11.8% | -13.0% | +24.8% | +16.2% |
| YTD | +35.4% | +2.8% | +32.7% | +33.3% |
| 1Y | +37.0% | +10.6% | +26.4% | +31.4% |
| All | +266.6% | +54.6% | +212.1% | +191.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling