+430.9%
NVT vs SUI
-32.1%
+463.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.5% |
| 7D | +10.4% | -3.1% | +13.5% | +11.1% |
| 30D | -1.3% | -2.3% | +1.0% | -0.9% |
| 3M | -0.6% | -2.8% | +2.2% | -0.7% |
| 6M | +53.8% | -12.4% | +66.1% | +58.1% |
| YTD | +60.2% | -3.3% | +63.5% | +59.7% |
| 1Y | +76.8% | -5.8% | +82.6% | +77.4% |
| 3Y | +191.2% | +12.5% | +178.8% | +167.6% |
| 5Y | +430.9% | -32.9% | +463.8% | +506.3% |
| All | +430.9% | -32.1% | +463.1% | +506.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling