+206.1%
GLD vs NOK
+127.4%
+78.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.3% |
| 7D | -4.6% | +5.4% | -9.9% | -4.8% |
| 30D | -5.5% | -14.1% | +8.7% | -5.0% |
| 3M | -10.9% | -23.6% | +12.7% | -10.1% |
| 6M | -17.4% | -45.1% | +27.7% | -15.9% |
| YTD | -10.3% | +24.7% | -35.0% | -11.2% |
| 1Y | -7.2% | +19.0% | -26.2% | -7.9% |
| 3Y | +96.9% | +147.0% | -50.1% | +89.8% |
| 5Y | +103.8% | +58.2% | +45.6% | +98.4% |
| All | +206.1% | +127.4% | +78.7% | +196.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling