+9,563.7%
MU vs NOK
+1,315.1%
+8,248.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.8% |
| 7D | +21.6% | +11.0% | +10.6% | +16.4% |
| 30D | -16.2% | -16.0% | -0.2% | -9.1% |
| 3M | -12.4% | -19.8% | +7.4% | -3.7% |
| 6M | +4.2% | -37.1% | +41.3% | +28.8% |
| YTD | +180.0% | +28.0% | +152.0% | +151.7% |
| 1Y | +226.4% | +17.9% | +208.4% | +204.1% |
| 3Y | +969.7% | +152.7% | +817.0% | +590.6% |
| 5Y | +957.9% | +62.3% | +895.7% | +718.6% |
| 10Y | +4,534.6% | +128.1% | +4,406.5% | +2,420.8% |
| All | +9,563.7% | +1,315.1% | +8,248.7% | +1,746.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling