+45.5%
NOK vs SUI
-26.3%
+71.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.1% | +2.9% |
| 7D | -10.5% | +6.2% | -16.7% | -11.5% |
| 30D | -27.9% | +8.6% | -36.5% | -29.3% |
| 3M | -18.8% | +1.0% | -19.8% | -19.2% |
| 6M | -41.9% | -2.6% | -39.3% | -42.0% |
| YTD | +18.4% | -0.1% | +18.5% | +17.0% |
| 1Y | +10.9% | +0.5% | +10.4% | +9.2% |
| 3Y | +137.9% | +15.3% | +122.6% | +116.3% |
| All | +45.5% | -26.3% | +71.8% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling