+194.3%
NOK vs SU
+120.0%
+74.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +11.0% | +2.2% | +8.7% | +10.6% |
| 30D | +7.8% | +8.4% | -0.6% | +6.3% |
| 3M | -21.0% | +12.1% | -33.1% | -22.7% |
| 6M | +40.9% | +19.7% | +21.2% | +36.5% |
| YTD | +72.0% | +58.4% | +13.6% | +59.4% |
| 1Y | +140.9% | +67.2% | +73.7% | +121.1% |
| 3Y | +194.3% | +125.0% | +69.2% | +149.3% |
| All | +194.3% | +120.0% | +74.3% | +149.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling