+242.8%
NVDA vs SUI
+17.1%
+225.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.5% |
| 7D | -8.5% | -3.8% | -4.7% | -9.3% |
| 30D | -27.3% | +3.9% | -31.2% | -26.5% |
| 3M | -25.8% | +0.2% | -26.0% | -25.5% |
| 6M | -24.6% | -4.2% | -20.4% | -24.7% |
| YTD | -10.7% | -2.5% | -8.2% | -10.5% |
| 1Y | -14.0% | -4.0% | -10.0% | -14.1% |
| All | +242.8% | +17.1% | +225.8% | +245.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling