+240.7%
SNDU vs NVTS
+7.0%
+233.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.9% | -3.7% | -4.2% |
| 7D | +16.8% | +0.5% | +16.3% | +17.2% |
| 30D | +64.3% | -18.0% | +82.3% | +99.0% |
| 3M | -36.7% | -45.6% | +8.9% | +9.6% |
| All | +240.7% | +7.0% | +233.7% | +267.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling