+10.7%
SNDU vs NVT
+2.9%
+7.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -12.7% | -3.1% | +16.5% |
| 7D | -48.0% | -19.5% | -28.5% | -7.0% |
| 30D | -66.4% | -32.4% | -34.0% | -6.7% |
| 3M | -58.7% | -30.3% | -28.4% | -0.9% |
| 6M | -68.6% | -30.4% | -38.1% | +14.6% |
| All | +10.7% | +2.9% | +7.8% | +60.2% |
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 · 6 months rolling