+1,341.2%
MU vs NOK
+185.1%
+1,156.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -4.7% |
| 7D | +7.2% | +7.3% | -0.1% | +3.2% |
| 30D | +14.0% | +13.8% | +0.2% | +6.6% |
| 3M | +5.4% | -27.0% | +32.4% | +21.4% |
| 6M | +170.3% | +37.6% | +132.7% | +151.3% |
| YTD | +250.7% | +64.6% | +186.1% | +205.5% |
| 1Y | +662.1% | +132.0% | +530.1% | +478.3% |
| 3Y | +1,341.2% | +183.7% | +1,157.5% | +983.1% |
| All | +1,341.2% | +185.1% | +1,156.1% | +983.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling