+121.2%
SUI vs NVMI
+2,494.8%
-2,373.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.2% |
| 7D | -1.5% | +1.5% | -3.0% | -1.6% |
| 30D | +3.7% | -4.1% | +7.8% | +3.9% |
| 3M | -0.4% | -22.8% | +22.4% | +1.5% |
| 6M | -2.8% | -36.9% | +34.1% | 0.0% |
| YTD | -1.6% | -3.2% | +1.6% | -4.3% |
| 1Y | -2.1% | +7.1% | -9.1% | -6.0% |
| 3Y | +18.5% | +181.5% | -163.0% | -6.8% |
| 5Y | -26.5% | +141.2% | -167.7% | -42.3% |
| All | +121.2% | +2,494.8% | -2,373.6% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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