+755.2%
GLD vs NOK
-5.3%
+760.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +1.6% |
| 7D | +4.9% | -1.4% | +6.4% | +5.0% |
| 30D | -1.3% | -21.0% | +19.7% | -0.5% |
| 3M | -4.8% | -12.6% | +7.9% | -4.4% |
| 6M | -12.5% | -36.2% | +23.7% | -11.3% |
| YTD | -4.2% | +26.4% | -30.7% | -5.5% |
| 1Y | +3.0% | +19.6% | -16.5% | +1.8% |
| 3Y | +109.1% | +152.6% | -43.4% | +100.1% |
| 5Y | +121.6% | +57.3% | +64.3% | +114.9% |
| 10Y | +212.2% | +123.8% | +88.4% | +193.3% |
| All | +755.2% | -5.3% | +760.5% | +703.6% |
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 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