+441.8%
NVDX vs SUI
+15.1%
+426.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +4.4% |
| 7D | -18.2% | +6.2% | -24.4% | -15.6% |
| 30D | -40.2% | +8.6% | -48.8% | -37.5% |
| 3M | -32.6% | +1.0% | -33.6% | -31.6% |
| 6M | -30.6% | -2.6% | -28.0% | -29.7% |
| YTD | -22.3% | -0.1% | -22.2% | -20.6% |
| 1Y | -27.1% | +0.5% | -27.6% | -25.3% |
| 3Y | +441.8% | +15.3% | +426.6% | +484.6% |
| All | +441.8% | +15.1% | +426.7% | +484.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling