+17,348.5%
NVO vs SUI
+4,037.5%
+13,311.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +2.2% | -2.8% | +5.0% | +2.8% |
| 30D | +6.0% | -1.2% | +7.2% | +6.2% |
| 3M | +7.9% | -1.7% | +9.6% | +8.3% |
| 6M | +27.1% | -10.5% | +37.6% | +30.3% |
| YTD | -3.8% | -1.8% | -2.0% | -3.5% |
| 1Y | -12.8% | -4.1% | -8.8% | -12.2% |
| 3Y | -46.3% | +11.3% | -57.6% | -48.4% |
| 5Y | +3.6% | -32.1% | +35.7% | +10.3% |
| 10Y | +157.0% | +110.4% | +46.6% | +104.9% |
| All | +17,348.5% | +4,037.5% | +13,311.0% | +8,109.4% |
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