+44.0%
NVTS vs SUI
+15.1%
+28.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.5% | +11.0% | +9.5% |
| 7D | +1.5% | +6.2% | -4.7% | +1.5% |
| 30D | -23.8% | +8.6% | -32.4% | -24.2% |
| 3M | -30.6% | +1.0% | -31.6% | -30.5% |
| 6M | -48.4% | -2.6% | -45.8% | -48.2% |
| YTD | +20.6% | -0.1% | +20.7% | +20.4% |
| 1Y | -2.5% | +0.5% | -3.0% | -2.8% |
| 3Y | +44.0% | +15.3% | +28.7% | +26.9% |
| All | +44.0% | +15.1% | +28.8% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling