+512.2%
NVT vs SUI
+66.6%
+445.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.8% | +4.6% | +4.1% |
| 7D | +3.5% | -2.4% | +5.9% | +4.3% |
| 30D | -28.2% | +3.3% | -31.5% | -29.8% |
| 3M | -30.1% | +0.7% | -30.7% | -31.2% |
| 6M | -32.5% | -4.1% | -28.3% | -33.0% |
| YTD | +15.2% | -1.8% | +17.0% | +12.7% |
| 1Y | +7.2% | -4.1% | +11.2% | +5.9% |
| 3Y | +134.2% | +17.4% | +116.8% | +102.6% |
| 5Y | +238.3% | -27.0% | +265.3% | +269.2% |
| All | +512.2% | +66.6% | +445.6% | +345.7% |
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