+181.7%
NVS vs SUI
+107.6%
+74.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -1.5% | -12.4% | -13.6% |
| 7D | -14.6% | -3.1% | -11.5% | -13.9% |
| 30D | -11.9% | -2.3% | -9.6% | -11.4% |
| 3M | -6.0% | -2.8% | -3.1% | -5.3% |
| 6M | -11.4% | -12.4% | +1.0% | -8.6% |
| YTD | +2.9% | -3.3% | +6.2% | +3.7% |
| 1Y | +10.2% | -5.8% | +16.1% | +11.7% |
| 3Y | +55.3% | +12.5% | +42.8% | +49.4% |
| 5Y | +89.6% | -32.9% | +122.5% | +103.9% |
| All | +181.7% | +107.6% | +74.1% | +147.1% |
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