+40.4%
LLY vs NOK
+17.4%
+23.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.8% |
| 7D | +4.6% | +11.0% | -6.4% | +5.1% |
| 30D | +22.4% | -16.0% | +38.4% | +21.2% |
| 3M | +17.1% | -19.8% | +36.9% | +15.9% |
| 6M | +44.6% | -37.1% | +81.8% | +42.1% |
| YTD | +33.5% | +28.0% | +5.5% | +29.3% |
| All | +40.4% | +17.4% | +23.0% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling