-55.6%
NVTS vs SUI
-26.4%
-29.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -6.7% |
| 7D | +3.9% | -1.5% | +5.4% | +4.4% |
| 30D | -4.3% | +3.7% | -8.1% | -6.3% |
| 3M | -34.5% | -0.4% | -34.1% | -34.9% |
| 6M | -57.7% | -2.8% | -55.0% | -58.2% |
| YTD | +25.4% | -1.6% | +27.0% | +23.2% |
| 1Y | +13.1% | -2.1% | +15.2% | +11.4% |
| 3Y | +48.9% | +18.5% | +30.4% | +24.5% |
| All | -55.6% | -26.4% | -29.2% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling