+1,718.5%
SUI vs NVMI
+1,639.9%
+78.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +11.7% | -13.2% | -2.2% |
| 7D | +6.2% | +0.3% | +5.9% | +6.1% |
| 30D | +8.6% | -17.1% | +25.7% | +9.7% |
| 3M | +1.0% | -17.9% | +18.9% | +1.9% |
| 6M | -2.6% | -41.4% | +38.8% | -0.2% |
| YTD | -0.1% | -4.6% | +4.5% | -1.3% |
| 1Y | +0.5% | -0.3% | +0.7% | -1.1% |
| 3Y | +15.3% | +214.5% | -199.2% | +2.5% |
| 5Y | -26.1% | +148.5% | -174.6% | -33.8% |
| 10Y | +117.8% | +2,435.9% | -2,318.0% | +66.4% |
| All | +1,718.5% | +1,639.9% | +78.6% | +1,069.4% |
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