+337.0%
NEM vs SUI
+4,109.4%
-3,772.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | +13.4% | +6.2% | +7.2% | +12.2% |
| 30D | +6.5% | +8.6% | -2.1% | +4.7% |
| 3M | +14.9% | +1.0% | +13.9% | +14.6% |
| 6M | +5.5% | -2.6% | +8.1% | +5.7% |
| YTD | +21.9% | -0.1% | +22.0% | +21.5% |
| 1Y | +47.9% | +0.5% | +47.4% | +47.2% |
| 3Y | +238.2% | +15.3% | +222.9% | +225.8% |
| 5Y | +146.2% | -26.1% | +172.3% | +154.9% |
| 10Y | +309.3% | +117.8% | +191.5% | +244.8% |
| All | +337.0% | +4,109.4% | -3,772.5% | +175.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling