+3,769.5%
NUE vs SUI
+4,109.4%
-339.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.4% |
| 7D | -10.6% | +6.2% | -16.8% | -13.1% |
| 30D | -0.6% | +8.6% | -9.2% | -4.7% |
| 3M | -9.7% | +1.0% | -10.7% | -10.8% |
| 6M | +5.1% | -2.6% | +7.7% | +5.2% |
| YTD | +51.4% | -0.1% | +51.6% | +49.5% |
| 1Y | +71.3% | +0.5% | +70.9% | +68.6% |
| 3Y | +66.8% | +15.3% | +51.6% | +50.2% |
| 5Y | +134.8% | -26.1% | +161.0% | +154.7% |
| 10Y | +506.1% | +117.8% | +388.3% | +276.4% |
| All | +3,769.5% | +4,109.4% | -339.9% | +622.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling