-32.9%
SUI vs NVMI
+265.1%
-298.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | -3.1% | +11.7% | -14.8% | -3.6% |
| 30D | -2.3% | -4.0% | +1.7% | -2.2% |
| 3M | -2.8% | -25.8% | +22.9% | -1.8% |
| 6M | -12.4% | -8.3% | -4.0% | -13.0% |
| YTD | -3.3% | +14.8% | -18.1% | -5.9% |
| 1Y | -5.8% | +37.9% | -43.7% | -10.0% |
| 3Y | +12.5% | +216.3% | -203.8% | -9.2% |
| 5Y | -32.9% | +277.2% | -310.0% | -47.6% |
| All | -32.9% | +265.1% | -298.0% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling