+457.1%
NVT vs SUI
+69.5%
+387.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.4% | +8.5% |
| 7D | -15.7% | +6.2% | -21.9% | -17.9% |
| 30D | -36.6% | +8.6% | -45.2% | -39.2% |
| 3M | -34.8% | +1.0% | -35.8% | -35.9% |
| 6M | -38.2% | -2.6% | -35.6% | -39.0% |
| YTD | +4.8% | -0.1% | +5.0% | +2.0% |
| 1Y | -2.8% | +0.5% | -3.3% | -5.8% |
| 3Y | +119.5% | +15.3% | +104.3% | +92.2% |
| 5Y | +204.7% | -26.1% | +230.9% | +231.5% |
| All | +457.1% | +69.5% | +387.6% | +303.2% |
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