+130.6%
NOK vs BIL
+25.2%
+105.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +9.3% | +0.1% | +9.3% | +9.6% |
| 30D | +17.9% | +0.3% | +17.6% | +19.0% |
| 3M | -22.3% | +0.9% | -23.2% | -20.2% |
| 6M | +36.4% | +1.8% | +34.6% | +41.6% |
| YTD | +66.3% | +2.5% | +63.8% | +74.0% |
| 1Y | +134.4% | +3.7% | +130.7% | +150.4% |
| 3Y | +186.6% | +14.1% | +172.5% | +266.4% |
| 5Y | +102.7% | +19.4% | +83.3% | +182.0% |
| All | +130.6% | +25.2% | +105.4% | +234.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling