+1,250.5%
NOK vs BEN
+1,829.3%
-578.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.8% |
| 7D | +5.4% | +6.8% | -1.4% | +2.1% |
| 30D | -14.1% | +18.0% | -32.1% | -20.6% |
| 3M | -23.6% | +7.5% | -31.0% | -26.1% |
| 6M | -45.1% | +14.7% | -59.8% | -48.5% |
| YTD | +24.7% | +56.1% | -31.4% | +0.4% |
| 1Y | +19.0% | +69.6% | -50.6% | -8.0% |
| 3Y | +147.0% | +87.7% | +59.3% | +74.8% |
| 5Y | +58.2% | +28.6% | +29.5% | +32.4% |
| 10Y | +122.3% | +59.8% | +62.5% | +47.8% |
| All | +1,250.5% | +1,829.3% | -578.7% | +190.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling