+717.0%
NVT vs SUI
+66.6%
+650.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +5.1% | -2.8% | +7.9% | +6.3% |
| 30D | -3.7% | -1.2% | -2.5% | -3.4% |
| 3M | -10.1% | -1.7% | -8.4% | -10.5% |
| 6M | +37.5% | -10.5% | +47.9% | +42.2% |
| YTD | +53.7% | -1.8% | +55.6% | +52.3% |
| 1Y | +70.9% | -4.1% | +74.9% | +70.6% |
| 3Y | +180.4% | +11.3% | +169.1% | +151.7% |
| 5Y | +393.5% | -32.1% | +425.6% | +467.5% |
| All | +717.0% | +66.6% | +650.4% | +502.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling