+2,420.2%
NI vs SUI
+4,037.5%
-1,617.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +2.0% | -2.8% | +4.9% | +3.0% |
| 30D | -3.5% | -1.2% | -2.4% | -3.2% |
| 3M | -9.1% | -1.7% | -7.4% | -8.7% |
| 6M | -11.8% | -10.5% | -1.4% | -8.7% |
| YTD | +1.1% | -1.8% | +2.9% | +1.4% |
| 1Y | +6.7% | -4.1% | +10.8% | +7.7% |
| 3Y | +71.1% | +11.3% | +59.8% | +61.8% |
| 5Y | +94.3% | -32.1% | +126.4% | +114.1% |
| 10Y | +135.8% | +110.4% | +25.3% | +80.7% |
| All | +2,420.2% | +4,037.5% | -1,617.4% | +925.2% |
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