+184.5%
NOK vs BB
+66.7%
+117.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.3% |
| 7D | +9.3% | +1.8% | +7.5% | +8.9% |
| 30D | +17.9% | -12.2% | +30.1% | +20.9% |
| 3M | -22.3% | -12.3% | -10.0% | -20.5% |
| 6M | +36.4% | +122.7% | -86.3% | +21.2% |
| YTD | +66.3% | +104.5% | -38.2% | +49.5% |
| 1Y | +134.4% | +106.7% | +27.8% | +109.0% |
| All | +184.5% | +66.7% | +117.8% | +138.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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