+34.0%
NVDL vs SUI
-6.7%
+40.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -2.9% |
| 7D | -0.8% | -4.3% | +3.5% | -4.5% |
| 30D | +3.4% | -2.1% | +5.5% | +1.5% |
| 3M | +8.1% | -6.1% | +14.2% | +4.1% |
| 6M | +31.9% | -12.8% | +44.6% | +22.9% |
| YTD | +21.1% | -4.6% | +25.7% | +20.3% |
| 1Y | +34.0% | -7.7% | +41.7% | +37.8% |
| All | +34.0% | -6.7% | +40.7% | +37.8% |
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