+194.3%
NOK vs BND
+12.5%
+181.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.9% |
| 7D | +11.0% | -1.0% | +12.0% | +12.0% |
| 30D | +7.8% | -1.1% | +9.0% | +9.0% |
| 3M | -21.0% | -1.9% | -19.1% | -19.6% |
| 6M | +40.9% | -1.6% | +42.5% | +43.1% |
| YTD | +72.0% | -1.2% | +73.3% | +74.1% |
| 1Y | +140.9% | -0.7% | +141.6% | +143.1% |
| 3Y | +194.3% | +12.5% | +181.7% | +162.0% |
| All | +194.3% | +12.5% | +181.8% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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