+543.2%
NBIS vs SUI
-3.8%
+547.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.7% | -16.1% | -17.3% |
| 7D | +6.9% | -3.8% | +10.7% | +4.2% |
| 30D | -37.8% | +3.9% | -41.8% | -35.6% |
| 3M | -50.4% | +0.2% | -50.6% | -49.3% |
| 6M | -28.2% | -4.2% | -24.0% | -27.0% |
| YTD | +53.7% | -2.5% | +56.2% | +56.5% |
| 1Y | +36.3% | -4.0% | +40.4% | +38.6% |
| All | +543.2% | -3.8% | +547.0% | +500.8% |
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