+95.7%
NTR vs SUI
+61.6%
+34.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.5% |
| 7D | +0.5% | -4.3% | +4.8% | +1.9% |
| 30D | +21.7% | -2.1% | +23.9% | +22.4% |
| 3M | +22.8% | -6.1% | +28.9% | +24.9% |
| 6M | +8.2% | -12.8% | +21.0% | +12.4% |
| YTD | +32.9% | -4.6% | +37.6% | +34.1% |
| 1Y | +45.3% | -7.7% | +53.0% | +47.9% |
| 3Y | +41.7% | +10.9% | +30.7% | +33.3% |
| 5Y | +49.8% | -32.4% | +82.2% | +62.5% |
| All | +95.7% | +61.6% | +34.1% | +58.1% |
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