+138.6%
NOK vs SU
+267.2%
-128.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +11.0% | +2.2% | +8.7% | +10.3% |
| 30D | +7.8% | +8.4% | -0.6% | +5.5% |
| 3M | -21.0% | +12.1% | -33.1% | -23.7% |
| 6M | +40.9% | +19.7% | +21.2% | +33.7% |
| YTD | +72.0% | +58.4% | +13.6% | +51.4% |
| 1Y | +140.9% | +67.2% | +73.7% | +108.5% |
| 3Y | +194.3% | +125.0% | +69.2% | +130.4% |
| 5Y | +112.5% | +355.1% | -242.5% | +31.1% |
| All | +138.6% | +267.2% | -128.7% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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