+218.9%
NVO vs SUI
+123.0%
+95.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.2% |
| 7D | +3.3% | -1.5% | +4.8% | +3.6% |
| 30D | +9.2% | +3.7% | +5.5% | +8.3% |
| 3M | -9.8% | -0.4% | -9.4% | -9.7% |
| 6M | -10.4% | -2.8% | -7.7% | -9.9% |
| YTD | -14.1% | -1.6% | -12.5% | -13.8% |
| 1Y | -11.1% | -2.1% | -9.0% | -10.8% |
| 3Y | -54.9% | +18.5% | -73.4% | -57.1% |
| 5Y | -17.4% | -26.5% | +9.1% | -12.5% |
| All | +218.9% | +123.0% | +95.9% | +189.5% |
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