+118.8%
NVT vs SUI
+16.6%
+102.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.4% | +7.8% |
| 7D | -15.7% | +6.2% | -21.9% | -15.1% |
| 30D | -36.6% | +8.6% | -45.2% | -36.2% |
| 3M | -34.8% | +1.0% | -35.8% | -34.4% |
| 6M | -38.2% | -2.6% | -35.6% | -37.7% |
| YTD | +4.8% | -0.1% | +5.0% | +5.2% |
| 1Y | -2.8% | +0.5% | -3.3% | -2.6% |
| All | +118.8% | +16.6% | +102.2% | +106.0% |
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