+1,578.5%
NOK vs SUI
+3,299.7%
-1,721.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | -1.8% | -2.8% | +1.1% | -0.7% |
| 30D | +4.7% | -1.2% | +5.9% | +5.1% |
| 3M | -39.7% | -1.7% | -37.9% | -39.8% |
| 6M | +23.1% | -10.5% | +33.5% | +27.2% |
| YTD | +55.0% | -1.8% | +56.9% | +53.9% |
| 1Y | +118.0% | -4.1% | +122.1% | +117.5% |
| 3Y | +170.5% | +11.3% | +159.2% | +147.6% |
| 5Y | +84.9% | -32.1% | +117.0% | +104.2% |
| 10Y | +112.0% | +110.4% | +1.5% | +37.2% |
| All | +1,578.5% | +3,299.7% | -1,721.1% | +287.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling