+393.8%
NVDX vs SUI
+26.9%
+366.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.7% | -8.3% | -9.3% |
| 7D | -17.5% | -3.8% | -13.7% | -19.0% |
| 30D | -49.2% | +3.9% | -53.2% | -48.1% |
| 3M | -49.3% | +0.2% | -49.6% | -48.8% |
| 6M | -52.0% | -4.2% | -47.8% | -51.8% |
| YTD | -39.1% | -2.5% | -36.5% | -38.5% |
| 1Y | -45.8% | -4.0% | -41.8% | -45.5% |
| 3Y | +281.3% | +16.5% | +264.8% | +293.4% |
| All | +393.8% | +26.9% | +366.9% | +397.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling