+319.1%
DELL vs NOK
+123.4%
+195.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +0.4% |
| 7D | +14.9% | -1.8% | +16.6% | +15.7% |
| 30D | +13.3% | +4.7% | +8.6% | +11.3% |
| 3M | +24.4% | -39.7% | +64.0% | +47.3% |
| 6M | +258.0% | +23.1% | +234.9% | +230.0% |
| YTD | +320.2% | +55.0% | +265.2% | +266.7% |
| 1Y | +319.1% | +118.0% | +201.0% | +210.1% |
| All | +319.1% | +123.4% | +195.7% | +210.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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