+5,062.7%
NI vs SU
+61,690.9%
-56,628.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -0.6% | +1.7% | -2.2% | -0.6% |
| 30D | -1.4% | +9.6% | -11.0% | -1.4% |
| 3M | -10.6% | +11.7% | -22.3% | -10.6% |
| 6M | -9.9% | +21.9% | -31.8% | -9.9% |
| YTD | +1.2% | +58.6% | -57.5% | +1.1% |
| 1Y | +4.4% | +66.5% | -62.1% | +4.4% |
| 3Y | +68.6% | +121.4% | -52.8% | +68.5% |
| 5Y | +98.0% | +355.7% | -257.7% | +97.8% |
| 10Y | +143.6% | +264.2% | -120.6% | +143.3% |
| All | +5,062.7% | +61,690.9% | -56,628.2% | +5,066.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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