+1,687.4%
SUI vs NVMI
+1,967.2%
-279.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -0.7% |
| 7D | -2.8% | +6.6% | -9.4% | -3.2% |
| 30D | -1.2% | -7.5% | +6.4% | -0.8% |
| 3M | -1.7% | -28.5% | +26.8% | -0.2% |
| 6M | -10.5% | -15.7% | +5.3% | -10.3% |
| YTD | -1.8% | +13.3% | -15.1% | -3.8% |
| 1Y | -4.1% | +48.3% | -52.4% | -7.9% |
| 3Y | +11.3% | +191.2% | -180.0% | -0.1% |
| 5Y | -32.1% | +268.7% | -300.8% | -40.6% |
| 10Y | +110.4% | +3,034.8% | -2,924.3% | +59.1% |
| All | +1,687.4% | +1,967.2% | -279.8% | +1,040.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling