+129.8%
NOK vs SUI
+104.7%
+25.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | +9.3% | -4.3% | +13.6% | +10.6% |
| 30D | +17.9% | -2.1% | +20.0% | +18.5% |
| 3M | -22.3% | -6.1% | -16.2% | -21.4% |
| 6M | +36.4% | -12.8% | +49.1% | +40.7% |
| YTD | +66.3% | -4.6% | +70.9% | +66.7% |
| 1Y | +134.4% | -7.7% | +142.1% | +136.6% |
| 3Y | +186.6% | +10.9% | +175.6% | +166.7% |
| 5Y | +102.7% | -32.4% | +135.1% | +119.4% |
| 10Y | +129.8% | +105.7% | +24.1% | +87.9% |
| All | +129.8% | +104.7% | +25.1% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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