+28.5%
NVTS vs SU
+21.7%
+6.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.7% | -3.9% |
| 7D | +0.5% | +1.7% | -1.2% | +0.6% |
| 30D | -18.0% | +9.6% | -27.6% | -17.7% |
| 3M | -45.6% | +11.7% | -57.3% | -43.8% |
| 6M | +28.5% | +21.9% | +6.5% | +48.7% |
| All | +28.5% | +21.7% | +6.7% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 6mo: compounded portfolio wealth divided by compounded SU 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…
6mo analysis · Full analysis span regression · 6 months rolling