+922.9%
MU vs NOK
+58.6%
+864.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.8% | -0.5% | +2.5% |
| 7D | -12.0% | -1.4% | -10.6% | -10.6% |
| 30D | -28.7% | -21.0% | -7.7% | -18.8% |
| 3M | -16.4% | -12.6% | -3.8% | -11.0% |
| 6M | -1.8% | -36.2% | +34.4% | +25.2% |
| YTD | +157.1% | +26.4% | +130.6% | +138.0% |
| 1Y | +208.5% | +19.6% | +188.9% | +193.1% |
| 3Y | +906.2% | +152.6% | +753.6% | +528.6% |
| All | +922.9% | +58.6% | +864.3% | +759.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling