+1,677.3%
NOK vs SU
+11,026.2%
-9,348.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +8.7% | +1.7% | +7.0% | +8.1% |
| 30D | +12.5% | +9.6% | +2.9% | +9.2% |
| 3M | -20.7% | +11.7% | -32.5% | -24.0% |
| 6M | +36.2% | +21.9% | +14.2% | +26.9% |
| YTD | +64.1% | +58.6% | +5.5% | +40.5% |
| 1Y | +132.4% | +66.5% | +65.9% | +95.3% |
| 3Y | +182.9% | +121.4% | +61.4% | +111.9% |
| 5Y | +102.8% | +355.7% | -252.9% | +14.7% |
| 10Y | +126.8% | +264.2% | -137.4% | +24.8% |
| All | +1,677.3% | +11,026.2% | -9,348.9% | +664.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling