+136.0%
GOOG vs NOK
+112.2%
+23.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.8% | -3.3% | +0.6% |
| 7D | 0.0% | +11.0% | -10.9% | -2.1% |
| 30D | -2.0% | +7.8% | -9.8% | -3.6% |
| 3M | -5.9% | -21.0% | +15.1% | -2.0% |
| 6M | +8.9% | +40.9% | -32.0% | -3.8% |
| YTD | +7.1% | +72.0% | -64.9% | -10.8% |
| 1Y | +39.7% | +140.9% | -101.2% | +2.3% |
| 3Y | +145.8% | +194.3% | -48.4% | +62.7% |
| All | +136.0% | +112.2% | +23.9% | +80.9% |
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