+4,770.1%
DELL vs NOK
+127.5%
+4,642.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.2% | -4.3% | +0.1% |
| 7D | +25.6% | +7.3% | +18.4% | +23.1% |
| 30D | +17.7% | +13.8% | +3.9% | +13.5% |
| 3M | +33.4% | -27.0% | +60.4% | +44.7% |
| 6M | +266.2% | +37.6% | +228.6% | +236.1% |
| YTD | +328.0% | +64.6% | +263.4% | +276.1% |
| 1Y | +339.6% | +132.0% | +207.6% | +252.6% |
| 3Y | +694.6% | +183.7% | +510.9% | +500.8% |
| 5Y | +1,122.0% | +101.3% | +1,020.7% | +886.7% |
| 10Y | +4,062.5% | +122.4% | +3,940.1% | +2,821.6% |
| All | +4,770.1% | +127.5% | +4,642.6% | +3,266.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling