-7.8%
NVTS vs SUI
-28.2%
+20.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.4% |
| 7D | +2.7% | -2.8% | +5.5% | +3.9% |
| 30D | -4.5% | -1.2% | -3.3% | -4.0% |
| 3M | -61.5% | -1.7% | -59.8% | -61.8% |
| 6M | +28.0% | -10.5% | +38.5% | +32.7% |
| YTD | +65.3% | -1.8% | +67.1% | +63.9% |
| 1Y | +113.0% | -4.1% | +117.1% | +113.3% |
| 3Y | +34.7% | +11.3% | +23.4% | +18.5% |
| All | -7.8% | -28.2% | +20.4% | +2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling