+133.6%
HOOD vs NOK
+50.1%
+83.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -3.1% |
| 7D | +3.8% | +11.0% | -7.2% | -0.3% |
| 30D | -26.4% | -16.0% | -10.4% | -21.6% |
| 3M | -14.3% | -19.8% | +5.5% | -8.3% |
| 6M | +3.9% | -37.1% | +41.1% | +16.9% |
| YTD | -28.1% | +28.0% | -56.0% | -45.8% |
| 1Y | -38.8% | +17.9% | -56.8% | -51.9% |
| 3Y | +888.5% | +152.7% | +735.7% | +341.7% |
| 5Y | +131.0% | +62.3% | +68.8% | +51.9% |
| All | +133.6% | +50.1% | +83.5% | +80.4% |
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