+181.2%
NVS vs SUI
+104.7%
+76.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | -15.4% | -4.3% | -11.1% | -14.4% |
| 30D | -12.3% | -2.1% | -10.2% | -11.8% |
| 3M | -7.8% | -6.1% | -1.7% | -6.4% |
| 6M | -13.0% | -12.8% | -0.2% | -10.1% |
| YTD | +2.8% | -4.6% | +7.4% | +3.9% |
| 1Y | +10.6% | -7.7% | +18.3% | +12.6% |
| 3Y | +55.1% | +10.9% | +44.1% | +49.6% |
| 5Y | +91.7% | -32.4% | +124.1% | +105.7% |
| 10Y | +181.2% | +105.7% | +75.5% | +147.5% |
| All | +181.2% | +104.7% | +76.5% | +147.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling