+84.3%
NUE vs SUI
-5.4%
+89.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.7% |
| 7D | +1.8% | -3.1% | +4.9% | +2.1% |
| 30D | -6.0% | -2.3% | -3.6% | -5.8% |
| 3M | +1.4% | -2.8% | +4.3% | +1.7% |
| 6M | +52.8% | -12.4% | +65.2% | +54.3% |
| YTD | +58.1% | -3.3% | +61.4% | +59.0% |
| All | +84.3% | -5.4% | +89.7% | +90.7% |
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