+1,101.8%
NBIS vs SUI
-5.9%
+1,107.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -2.1% |
| 7D | +17.8% | -4.3% | +22.1% | +15.5% |
| 30D | +30.5% | -2.1% | +32.7% | +29.5% |
| 3M | +9.2% | -6.1% | +15.3% | +7.7% |
| 6M | +153.2% | -12.8% | +165.9% | +148.3% |
| YTD | +187.1% | -4.6% | +191.8% | +184.1% |
| 1Y | +151.1% | -7.7% | +158.8% | +148.0% |
| All | +1,101.8% | -5.9% | +1,107.7% | +990.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling