+584.3%
NUE vs SUI
+104.7%
+479.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | -2.3% | -4.3% | +2.0% | -0.7% |
| 30D | -6.1% | -2.1% | -3.9% | -5.4% |
| 3M | +1.7% | -6.1% | +7.8% | +3.7% |
| 6M | +53.1% | -12.8% | +65.8% | +60.4% |
| YTD | +59.0% | -4.6% | +63.7% | +60.9% |
| 1Y | +85.3% | -7.7% | +93.0% | +89.3% |
| 3Y | +63.2% | +10.9% | +52.3% | +51.7% |
| 5Y | +146.8% | -32.4% | +179.2% | +175.7% |
| 10Y | +584.3% | +105.7% | +478.6% | +541.9% |
| All | +584.3% | +104.7% | +479.6% | +541.9% |
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 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