+36.0%
NVS vs SUI
+1.6%
+34.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +1.4% |
| 7D | +5.7% | +10.0% | -4.3% | +1.6% |
| 30D | +17.1% | +8.4% | +8.7% | +12.6% |
| 3M | +7.6% | +0.7% | +7.0% | +7.1% |
| 6M | +14.1% | -0.9% | +15.0% | +14.0% |
| YTD | +23.3% | +0.6% | +22.7% | +22.4% |
| 1Y | +36.0% | +0.8% | +35.2% | +35.1% |
| All | +36.0% | +1.6% | +34.3% | +35.1% |
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