+636.7%
DELL vs NOK
+182.2%
+454.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -4.9% |
| 7D | -1.9% | +8.7% | -10.6% | -5.0% |
| 30D | +14.9% | +12.5% | +2.4% | +10.1% |
| 3M | +37.2% | -20.7% | +58.0% | +47.3% |
| 6M | +254.0% | +36.2% | +217.8% | +218.9% |
| YTD | +306.1% | +64.1% | +242.0% | +248.4% |
| 1Y | +312.3% | +132.4% | +179.9% | +217.3% |
| All | +636.7% | +182.2% | +454.5% | +495.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling