+291.3%
NEM vs SUI
+104.3%
+186.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | +3.9% | -3.1% | +7.0% | +4.7% |
| 30D | +12.7% | -2.3% | +15.0% | +13.4% |
| 3M | +28.7% | -2.8% | +31.5% | +29.2% |
| 6M | +9.8% | -12.4% | +22.1% | +13.6% |
| YTD | +28.1% | -3.3% | +31.4% | +28.8% |
| 1Y | +69.3% | -5.8% | +75.2% | +71.2% |
| 3Y | +247.7% | +12.5% | +235.2% | +230.5% |
| 5Y | +153.4% | -32.9% | +186.2% | +170.0% |
| 10Y | +291.3% | +104.4% | +186.9% | +177.0% |
| All | +291.3% | +104.3% | +186.9% | +177.0% |
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