-25.2%
NVTS vs SUI
-26.9%
+1.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.2% | +11.3% |
| 7D | +20.8% | +3.0% | +17.8% | +19.5% |
| 30D | -11.1% | +5.6% | -16.7% | -13.5% |
| 3M | -31.0% | +0.9% | -31.9% | -31.7% |
| 6M | -47.4% | -2.6% | -44.8% | -47.8% |
| YTD | +34.2% | -0.1% | +34.3% | +31.3% |
| 1Y | +22.2% | -1.4% | +23.6% | +20.3% |
| 3Y | +68.4% | +19.8% | +48.6% | +40.9% |
| 5Y | -39.0% | -25.8% | -13.3% | -31.3% |
| All | -25.2% | -26.9% | +1.8% | -18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling