+86.2%
SU vs NVD
-27.4%
+113.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.5% | -11.0% | -4.7% |
| 7D | -7.1% | +15.0% | -22.1% | -7.6% |
| 30D | +4.8% | +39.3% | -34.5% | +3.5% |
| 3M | +12.5% | +3.1% | +9.4% | +12.0% |
| 6M | +6.5% | -19.0% | +25.4% | +7.1% |
| YTD | +65.8% | -35.5% | +101.3% | +66.6% |
| 1Y | +86.2% | -30.2% | +116.3% | +86.8% |
| All | +86.2% | -27.4% | +113.5% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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