+362.9%
NEM vs SUI
+4,037.5%
-3,674.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +0.3% | -2.8% | +3.1% | +0.8% |
| 30D | +23.1% | -1.2% | +24.3% | +23.3% |
| 3M | +18.5% | -1.7% | +20.2% | +18.6% |
| 6M | +7.8% | -10.5% | +18.3% | +9.9% |
| YTD | +29.1% | -1.8% | +30.9% | +29.2% |
| 1Y | +72.7% | -4.1% | +76.7% | +73.4% |
| 3Y | +248.7% | +11.3% | +237.5% | +238.3% |
| 5Y | +148.7% | -32.1% | +180.8% | +161.5% |
| 10Y | +304.8% | +110.4% | +194.3% | +243.5% |
| All | +362.9% | +4,037.5% | -3,674.6% | +192.7% |
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