+207.3%
NXT vs SUI
-14.9%
+222.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.2% | -6.9% |
| 7D | -6.0% | -3.8% | -2.2% | -5.5% |
| 30D | +5.4% | +3.9% | +1.5% | +4.8% |
| 3M | -9.7% | +0.2% | -9.9% | -9.9% |
| 6M | -25.3% | -4.2% | -21.2% | -25.2% |
| YTD | +7.5% | -2.5% | +10.0% | +6.8% |
| 1Y | -3.0% | -4.0% | +1.0% | -3.2% |
| 3Y | +171.4% | +16.5% | +154.9% | +149.6% |
| All | +207.3% | -14.9% | +222.2% | +188.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling