+145.0%
NUE vs SUI
-32.0%
+177.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +4.2% | -2.8% | +7.1% | +5.2% |
| 30D | -5.0% | -1.2% | -3.8% | -4.7% |
| 3M | -0.2% | -1.7% | +1.5% | +0.1% |
| 6M | +49.1% | -10.5% | +59.6% | +54.5% |
| YTD | +61.0% | -1.8% | +62.8% | +61.1% |
| 1Y | +82.5% | -4.1% | +86.6% | +83.8% |
| 3Y | +57.9% | +11.3% | +46.7% | +46.2% |
| All | +145.0% | -32.0% | +177.0% | +157.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling