+123.6%
HOOD vs NOK
+46.3%
+77.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.8% | -3.3% |
| 7D | -3.8% | +5.4% | -9.1% | -5.6% |
| 30D | -23.0% | -14.1% | -8.8% | -18.7% |
| 3M | -21.6% | -23.6% | +1.9% | -14.6% |
| 6M | +1.4% | -45.1% | +46.6% | +21.8% |
| YTD | -31.2% | +24.7% | -55.9% | -47.6% |
| 1Y | -35.9% | +19.0% | -55.0% | -50.2% |
| 3Y | +836.9% | +147.0% | +689.9% | +321.9% |
| 5Y | +121.1% | +58.2% | +63.0% | +46.9% |
| All | +123.6% | +46.3% | +77.3% | +74.4% |
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