-15.2%
NU vs SUI
-3.0%
-12.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.9% | +10.8% | +11.5% |
| 7D | +9.9% | -1.5% | +11.4% | +10.3% |
| 30D | -11.5% | +3.7% | -15.2% | -12.2% |
| 3M | -5.1% | -0.4% | -4.7% | -5.3% |
| 6M | +3.1% | -2.8% | +5.9% | +1.9% |
| YTD | -21.0% | -1.6% | -19.4% | -22.2% |
| 1Y | -15.2% | -2.1% | -13.2% | -15.9% |
| All | -15.2% | -3.0% | -12.2% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling