+143.3%
DELL vs NOK
+19.5%
+123.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.6% | -6.2% | -7.4% |
| 7D | -24.6% | -10.4% | -14.2% | -19.6% |
| 30D | -32.5% | -19.0% | -13.5% | -24.5% |
| 3M | -20.2% | -16.7% | -3.5% | -12.0% |
| 6M | +76.5% | -37.1% | +113.6% | +115.3% |
| YTD | +198.9% | +27.7% | +171.3% | +156.8% |
| 1Y | +143.3% | +21.3% | +122.0% | +115.3% |
| All | +143.3% | +19.5% | +123.8% | +115.3% |
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