+248.8%
NBIS vs SUI
-2.0%
+250.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.8% | +7.2% |
| 7D | +8.2% | -2.8% | +11.1% | +5.7% |
| 30D | +3.4% | -1.2% | +4.6% | +2.4% |
| 3M | -12.8% | -1.7% | -11.1% | -13.1% |
| 6M | +131.5% | -10.5% | +142.0% | +135.2% |
| YTD | +170.5% | -1.8% | +172.3% | +168.2% |
| 1Y | +248.8% | -4.1% | +252.9% | +277.8% |
| All | +248.8% | -2.0% | +250.8% | +277.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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