+147.0%
NOK vs SUI
+18.2%
+128.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -2.4% |
| 7D | +5.4% | -1.5% | +6.8% | +5.2% |
| 30D | -14.1% | +3.7% | -17.9% | -13.8% |
| 3M | -23.6% | -0.4% | -23.2% | -23.2% |
| 6M | -45.1% | -2.8% | -42.4% | -44.9% |
| YTD | +24.7% | -1.6% | +26.3% | +25.1% |
| 1Y | +19.0% | -2.1% | +21.1% | +19.4% |
| 3Y | +147.0% | +18.5% | +128.5% | +131.1% |
| All | +147.0% | +18.2% | +128.8% | +131.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling