+121.2%
SUI vs NVMI
+2,662.5%
-2,541.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -1.2% |
| 7D | -2.4% | +15.3% | -17.8% | -3.7% |
| 30D | +3.3% | +0.1% | +3.3% | +3.1% |
| 3M | +0.7% | -14.0% | +14.7% | +1.6% |
| 6M | -4.1% | -35.2% | +31.1% | -1.5% |
| YTD | -1.8% | +3.7% | -5.5% | -5.0% |
| 1Y | -4.1% | +10.3% | -14.3% | -8.0% |
| 3Y | +17.4% | +204.8% | -187.4% | -8.4% |
| 5Y | -27.0% | +158.9% | -185.9% | -43.0% |
| 10Y | +121.2% | +2,646.9% | -2,525.7% | +28.6% |
| All | +121.2% | +2,662.5% | -2,541.3% | +28.6% |
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