+210.3%
NVO vs SUI
+120.9%
+89.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.1% |
| 7D | -2.6% | -2.4% | -0.1% | -2.0% |
| 30D | +6.5% | +3.3% | +3.2% | +5.7% |
| 3M | -11.8% | +0.7% | -12.5% | -12.0% |
| 6M | -10.3% | -4.1% | -6.2% | -9.5% |
| YTD | -15.2% | -1.8% | -13.4% | -14.9% |
| 1Y | -12.2% | -4.1% | -8.2% | -11.5% |
| 3Y | -55.7% | +17.4% | -73.1% | -57.8% |
| 5Y | -18.7% | -27.0% | +8.3% | -13.7% |
| 10Y | +210.3% | +121.2% | +89.1% | +182.1% |
| All | +210.3% | +120.9% | +89.4% | +182.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling