+4,014.1%
NUE vs SUI
+4,037.5%
-23.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +4.2% | -2.8% | +7.1% | +5.6% |
| 30D | -5.0% | -1.2% | -3.8% | -4.6% |
| 3M | -0.2% | -1.7% | +1.5% | +0.2% |
| 6M | +49.1% | -10.5% | +59.6% | +55.9% |
| YTD | +61.0% | -1.8% | +62.8% | +61.1% |
| 1Y | +82.5% | -4.1% | +86.6% | +84.0% |
| 3Y | +57.9% | +11.3% | +46.7% | +45.0% |
| 5Y | +146.6% | -32.1% | +178.7% | +179.0% |
| 10Y | +561.6% | +110.4% | +451.2% | +319.5% |
| All | +4,014.1% | +4,037.5% | -23.5% | +678.2% |
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 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