+87.8%
NUE vs SUI
+1.6%
+86.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.2% | -7.2% | -2.3% |
| 7D | -1.4% | +10.0% | -11.5% | -1.9% |
| 30D | +6.6% | +8.4% | -1.8% | +5.4% |
| 3M | -2.0% | +0.7% | -2.7% | -2.0% |
| 6M | +19.2% | -0.9% | +20.1% | +19.5% |
| YTD | +65.6% | +0.6% | +65.0% | +64.9% |
| 1Y | +87.8% | +0.8% | +87.1% | +87.0% |
| All | +87.8% | +1.6% | +86.2% | +87.0% |
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