Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDU vs NVTS✓SelectedUSD · NVTSSNDU vs NVTS performance historyLatest closeAs of+23.62%09/04
Stock and ETF performance explorer

SNDU vs NVTS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+260.6%
NVTS return
+13.2%
Excess return
+247.4%
Maximum drawdown
-85.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioNVTSExcessAlpha
1D+23.6%+6.3%+17.3%+18.1%
7D+35.2%+2.7%+32.5%+33.0%
30D+50.8%-4.5%+55.3%+56.2%
3M-43.2%-61.5%+18.4%+14.3%
All+260.6%+13.2%+247.4%+270.1%

Cumulative growth

Daily Returns

Daily percentage return beside NVTS.

Daily Out/Under-Performance

Portfolio return minus NVTS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × NVTS 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 NVTS 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