+260.6%
SNDU vs NVT
+42.1%
+218.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +2.6% | +21.0% | +15.5% |
| 7D | +35.2% | +5.1% | +30.1% | +17.0% |
| 30D | +50.8% | -3.7% | +54.5% | +68.5% |
| 3M | -43.2% | -10.1% | -33.0% | +8.2% |
| All | +260.6% | +42.1% | +218.5% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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 · Available span rolling