+2,622.7%
NVDL vs SUI
-8.9%
+2,631.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -2.1% |
| 7D | -0.8% | -4.3% | +3.5% | -1.9% |
| 30D | +3.4% | -2.1% | +5.5% | +2.9% |
| 3M | +8.1% | -6.1% | +14.2% | +7.1% |
| 6M | +31.9% | -12.8% | +44.6% | +29.4% |
| YTD | +21.1% | -4.6% | +25.7% | +20.5% |
| 1Y | +34.0% | -7.7% | +41.7% | +33.2% |
| 3Y | +677.9% | +10.9% | +667.0% | +671.9% |
| All | +2,622.7% | -8.9% | +2,631.6% | +2,763.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling