+547.5%
NBIS vs SUI
-1.5%
+548.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.5% | +9.0% | +6.6% |
| 7D | -16.0% | +6.2% | -22.2% | -12.3% |
| 30D | -45.4% | +8.6% | -54.0% | -42.0% |
| 3M | -31.8% | +1.0% | -32.8% | -29.8% |
| 6M | -33.6% | -2.6% | -31.0% | -31.5% |
| YTD | +54.7% | -0.1% | +54.8% | +60.1% |
| 1Y | +18.3% | +0.5% | +17.9% | +22.7% |
| All | +547.5% | -1.5% | +548.9% | +514.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling