+132.0%
NOK vs SUI
-5.1%
+137.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +5.3% |
| 7D | +7.3% | -3.1% | +10.4% | +5.3% |
| 30D | +13.8% | -2.3% | +16.1% | +12.3% |
| 3M | -27.0% | -2.8% | -24.2% | -27.4% |
| 6M | +37.6% | -12.4% | +50.0% | +31.2% |
| YTD | +64.6% | -3.3% | +67.9% | +67.5% |
| 1Y | +132.0% | -5.8% | +137.8% | +137.1% |
| All | +132.0% | -5.1% | +137.1% | +137.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling