+169.8%
NOK vs SUI
+12.1%
+157.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | -1.8% | -2.8% | +1.1% | -1.7% |
| 30D | +4.7% | -1.2% | +5.9% | +4.7% |
| 3M | -39.7% | -1.7% | -37.9% | -39.7% |
| 6M | +23.1% | -10.5% | +33.5% | +24.3% |
| YTD | +55.0% | -1.8% | +56.9% | +54.8% |
| 1Y | +118.0% | -4.1% | +122.1% | +118.3% |
| All | +169.8% | +12.1% | +157.8% | +155.3% |
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