+177.4%
NXT vs SUI
-14.3%
+191.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -1.1% | -2.8% | +1.7% | -0.8% |
| 30D | -15.3% | -1.2% | -14.2% | -15.2% |
| 3M | -43.8% | -1.7% | -42.0% | -43.8% |
| 6M | -18.7% | -10.5% | -8.2% | -17.2% |
| YTD | -3.0% | -1.8% | -1.2% | -3.5% |
| 1Y | +22.7% | -4.1% | +26.8% | +22.7% |
| 3Y | +95.9% | +11.3% | +84.7% | +82.4% |
| All | +177.4% | -14.3% | +191.7% | +160.2% |
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