+135.8%
SU vs NVD
-99.1%
+235.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +2.2% | +10.8% | -8.6% | +2.6% |
| 30D | +8.4% | +0.8% | +7.7% | +8.6% |
| 3M | +12.1% | -20.8% | +32.9% | +11.4% |
| 6M | +19.7% | -41.2% | +60.8% | +17.8% |
| YTD | +58.4% | -44.2% | +102.6% | +56.0% |
| 1Y | +67.2% | -54.2% | +121.4% | +63.6% |
| 3Y | +125.0% | -99.1% | +224.2% | +115.7% |
| All | +135.8% | -99.1% | +235.0% | +126.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling