-30.2%
NVD vs SUI
+1.6%
-31.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.2% | +1.3% | +2.3% |
| 7D | +15.0% | +10.0% | +4.9% | +6.7% |
| 30D | +39.3% | +8.4% | +30.9% | +31.1% |
| 3M | +3.1% | +0.7% | +2.5% | +2.6% |
| 6M | -19.0% | -0.9% | -18.0% | -18.5% |
| YTD | -35.5% | +0.6% | -36.2% | -35.9% |
| 1Y | -30.2% | +0.8% | -31.0% | -29.6% |
| All | -30.2% | +1.6% | -31.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling