-0.2%
NVTS vs SUI
-1.1%
+0.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.2% | +11.3% |
| 7D | +20.8% | +3.0% | +17.8% | +22.5% |
| 30D | -11.1% | +5.6% | -16.7% | -8.1% |
| 3M | -31.0% | +0.9% | -31.9% | -29.8% |
| 6M | -47.4% | -2.6% | -44.8% | -45.6% |
| YTD | +34.2% | -0.1% | +34.3% | +38.3% |
| All | -0.2% | -1.1% | +0.9% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling