+425.7%
META vs NOK
+128.4%
+297.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.8% | -1.7% | +3.6% |
| 7D | +5.7% | -1.4% | +7.2% | +6.0% |
| 30D | -10.8% | -21.0% | +10.3% | -6.3% |
| 3M | +8.4% | -12.6% | +21.0% | +10.3% |
| 6M | +5.4% | -36.2% | +41.6% | +12.7% |
| YTD | -2.6% | +26.4% | -29.0% | -14.1% |
| 1Y | +3.5% | +19.6% | -16.1% | -7.6% |
| 3Y | +102.0% | +152.6% | -50.6% | +41.5% |
| 5Y | +93.1% | +57.3% | +35.8% | +54.4% |
| 10Y | +425.7% | +123.8% | +301.9% | +251.8% |
| All | +425.7% | +128.4% | +297.3% | +251.8% |
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