+112.5%
NET vs SUI
-32.0%
+144.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.7% |
| 7D | -7.0% | -2.8% | -4.1% | -5.2% |
| 30D | -4.8% | -1.2% | -3.6% | -4.5% |
| 3M | +3.8% | -1.7% | +5.6% | +3.7% |
| 6M | +50.0% | -10.5% | +60.5% | +59.4% |
| YTD | +41.5% | -1.8% | +43.3% | +39.4% |
| 1Y | +32.8% | -4.1% | +36.9% | +32.4% |
| 3Y | +335.9% | +11.3% | +324.6% | +251.0% |
| All | +112.5% | -32.0% | +144.4% | +223.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling