+27.0%
NVDX vs SUI
-6.7%
+33.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -3.1% |
| 7D | -0.9% | -4.3% | +3.4% | -4.6% |
| 30D | +3.0% | -2.1% | +5.1% | +1.1% |
| 3M | +6.8% | -6.1% | +12.9% | +2.7% |
| 6M | +28.6% | -12.8% | +41.4% | +19.6% |
| YTD | +17.0% | -4.6% | +21.6% | +16.1% |
| 1Y | +27.0% | -7.7% | +34.7% | +30.7% |
| All | +27.0% | -6.7% | +33.7% | +30.7% |
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