+16.5%
NU vs SUI
-29.4%
+45.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +3.9% | +3.2% |
| 7D | +3.6% | +6.2% | -2.6% | +0.5% |
| 30D | -22.8% | +8.6% | -31.4% | -26.0% |
| 3M | -14.8% | +1.0% | -15.8% | -15.3% |
| 6M | -16.9% | -2.6% | -14.3% | -16.3% |
| YTD | -28.1% | -0.1% | -28.0% | -29.0% |
| 1Y | -24.5% | +0.5% | -25.0% | -25.7% |
| 3Y | +44.8% | +15.3% | +29.5% | +23.1% |
| All | +16.5% | -29.4% | +45.9% | +48.2% |
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