+74.7%
NUE vs SUI
-3.0%
+77.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.5% |
| 7D | +2.8% | -1.5% | +4.2% | +2.8% |
| 30D | -2.1% | +3.7% | -5.8% | -2.7% |
| 3M | -7.3% | -0.4% | -6.9% | -7.5% |
| 6M | +8.9% | -2.8% | +11.6% | +9.1% |
| YTD | +55.6% | -1.6% | +57.2% | +55.0% |
| 1Y | +74.7% | -2.1% | +76.7% | +75.1% |
| All | +74.7% | -3.0% | +77.7% | +75.1% |
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