+48.8%
NU vs SUI
-30.6%
+79.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.8% |
| 7D | +7.5% | -2.8% | +10.3% | +9.0% |
| 30D | +6.1% | -1.2% | +7.3% | +6.9% |
| 3M | +26.8% | -1.7% | +28.6% | +27.4% |
| 6M | +2.5% | -10.5% | +12.9% | +7.7% |
| YTD | -8.2% | -1.8% | -6.3% | -8.4% |
| 1Y | +3.4% | -4.1% | +7.4% | +4.1% |
| 3Y | +116.2% | +11.3% | +104.9% | +87.8% |
| All | +48.8% | -30.6% | +79.4% | +91.3% |
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 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