+1,145.9%
DELL vs NOK
+112.2%
+1,033.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.8% | +7.2% | +10.0% |
| 7D | +8.2% | +11.0% | -2.7% | +3.8% |
| 30D | +17.1% | +7.8% | +9.2% | +13.7% |
| 3M | +45.2% | -21.0% | +66.2% | +57.7% |
| 6M | +286.8% | +40.9% | +245.9% | +234.0% |
| YTD | +354.8% | +72.0% | +282.8% | +265.4% |
| 1Y | +358.3% | +140.9% | +217.3% | +218.3% |
| 3Y | +724.9% | +194.3% | +530.6% | +421.8% |
| All | +1,145.9% | +112.2% | +1,033.8% | +789.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling