+48.9%
NVTS vs SUI
+18.2%
+30.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -6.4% |
| 7D | +3.9% | -1.5% | +5.4% | +3.9% |
| 30D | -4.3% | +3.7% | -8.1% | -4.5% |
| 3M | -34.5% | -0.4% | -34.1% | -34.4% |
| 6M | -57.7% | -2.8% | -55.0% | -57.7% |
| YTD | +25.4% | -1.6% | +27.0% | +25.2% |
| 1Y | +13.1% | -2.1% | +15.2% | +13.2% |
| 3Y | +48.9% | +18.5% | +30.4% | +30.9% |
| All | +48.9% | +18.2% | +30.7% | +30.9% |
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