+15,120.6%
NVO vs SUI
+4,008.3%
+11,112.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.3% | -0.9% |
| 7D | +0.9% | -3.8% | +4.7% | +1.8% |
| 30D | +6.8% | +3.9% | +2.9% | +5.8% |
| 3M | -11.3% | +0.2% | -11.5% | -11.3% |
| 6M | -12.4% | -4.2% | -8.2% | -11.6% |
| YTD | -16.1% | -2.5% | -13.6% | -15.7% |
| 1Y | -15.1% | -4.0% | -11.1% | -14.4% |
| 3Y | -56.2% | +16.5% | -72.7% | -58.3% |
| 5Y | -19.4% | -27.2% | +7.8% | -15.5% |
| 10Y | +207.0% | +119.6% | +87.4% | +142.5% |
| All | +15,120.6% | +4,008.3% | +11,112.3% | +7,071.0% |
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