+440.7%
NUE vs SUI
+120.9%
+319.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | +6.1% | -3.8% | +10.0% | +7.6% |
| 30D | +2.7% | +3.9% | -1.2% | +0.8% |
| 3M | -3.8% | +0.2% | -4.1% | -4.5% |
| 6M | +14.0% | -4.2% | +18.2% | +14.8% |
| YTD | +61.2% | -2.5% | +63.7% | +61.0% |
| 1Y | +77.8% | -4.0% | +81.8% | +78.5% |
| 3Y | +78.2% | +16.5% | +61.7% | +61.6% |
| 5Y | +149.8% | -27.2% | +177.1% | +171.0% |
| All | +440.7% | +120.9% | +319.8% | +384.2% |
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 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