+180.8%
NOK vs BEN
+51.0%
+129.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.8% |
| 7D | +8.7% | +0.3% | +8.4% | +8.5% |
| 30D | +12.5% | +0.9% | +11.6% | +12.1% |
| 3M | -20.7% | +9.2% | -29.9% | -23.2% |
| 6M | +36.2% | +36.8% | -0.6% | +21.9% |
| YTD | +64.1% | +44.4% | +19.8% | +43.9% |
| 1Y | +132.4% | +45.8% | +86.5% | +102.5% |
| All | +180.8% | +51.0% | +129.8% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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