-25.8%
SUI vs NVMI
+141.5%
-167.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +11.7% | -13.2% | -1.8% |
| 7D | +6.2% | +0.3% | +5.9% | +6.2% |
| 30D | +8.6% | -17.1% | +25.7% | +9.3% |
| 3M | +1.0% | -17.9% | +18.9% | +1.6% |
| 6M | -2.6% | -41.4% | +38.8% | -0.8% |
| YTD | -0.1% | -4.6% | +4.5% | -2.3% |
| 1Y | +0.5% | -0.3% | +0.7% | -2.1% |
| 3Y | +15.3% | +214.5% | -199.2% | -11.0% |
| All | -25.8% | +141.5% | -167.2% | -42.1% |
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 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