+4,609.2%
MU vs NOK
+131.9%
+4,477.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +11.0% |
| 7D | +2.0% | +2.2% | -0.2% | +1.8% |
| 30D | -18.0% | -14.7% | -3.2% | -12.3% |
| 3M | -6.6% | -10.6% | +4.0% | -2.6% |
| 6M | +2.0% | -39.4% | +41.4% | +24.0% |
| YTD | +184.5% | +30.4% | +154.0% | +167.6% |
| 1Y | +236.9% | +22.3% | +214.5% | +223.7% |
| 3Y | +987.0% | +157.6% | +829.4% | +705.6% |
| 5Y | +1,014.6% | +64.6% | +950.1% | +841.2% |
| 10Y | +4,609.2% | +132.5% | +4,476.7% | +3,153.8% |
| All | +4,609.2% | +131.9% | +4,477.3% | +3,153.8% |
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