+147.0%
NOK vs ACWI
+74.6%
+72.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.2% |
| 7D | +5.4% | +2.4% | +2.9% | +2.3% |
| 30D | -14.1% | -1.7% | -12.5% | -11.6% |
| 3M | -23.6% | -3.9% | -19.7% | -18.9% |
| 6M | -45.1% | +0.8% | -45.9% | -44.0% |
| YTD | +24.7% | +11.0% | +13.7% | +16.8% |
| 1Y | +19.0% | +13.1% | +5.9% | +9.7% |
| 3Y | +147.0% | +73.9% | +73.1% | +23.3% |
| All | +147.0% | +74.6% | +72.5% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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