+136.1%
NI vs SUI
+104.3%
+31.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.9% |
| 7D | +2.3% | -3.1% | +5.4% | +3.8% |
| 30D | -1.7% | -2.3% | +0.7% | -0.7% |
| 3M | -8.0% | -2.8% | -5.2% | -7.0% |
| 6M | -8.6% | -12.4% | +3.7% | -3.2% |
| YTD | +2.3% | -3.3% | +5.6% | +3.3% |
| 1Y | +6.9% | -5.8% | +12.8% | +9.2% |
| 3Y | +70.6% | +12.5% | +58.1% | +55.2% |
| 5Y | +96.4% | -32.9% | +129.2% | +129.1% |
| 10Y | +136.1% | +104.4% | +31.7% | +44.3% |
| All | +136.1% | +104.3% | +31.8% | +44.3% |
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