+105.7%
SUI vs NVMI
+3,062.9%
-2,957.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -4.3% | +6.9% | -11.2% | -4.9% |
| 30D | -2.1% | -2.8% | +0.7% | -2.0% |
| 3M | -6.1% | -27.3% | +21.2% | -3.9% |
| 6M | -12.8% | -13.7% | +0.9% | -12.9% |
| YTD | -4.6% | +13.8% | -18.5% | -8.2% |
| 1Y | -7.7% | +34.9% | -42.6% | -13.4% |
| 3Y | +10.9% | +213.5% | -202.6% | -13.0% |
| 5Y | -32.4% | +272.5% | -304.9% | -49.9% |
| 10Y | +105.7% | +3,142.4% | -3,036.7% | +14.7% |
| All | +105.7% | +3,062.9% | -2,957.2% | +14.7% |
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