-54.8%
SNDU vs NVT
+0.8%
-55.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.6% | -12.3% | -23.9% |
| 7D | -12.7% | +4.1% | -16.8% | -28.4% |
| 30D | +35.8% | -5.1% | +40.9% | +58.6% |
| 3M | -54.8% | -1.2% | -53.7% | -37.5% |
| All | -54.8% | +0.8% | -55.6% | -37.5% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling