+118.0%
NOK vs BSX
-55.6%
+173.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.9% |
| 7D | -1.8% | +2.0% | -3.8% | -1.4% |
| 30D | +4.7% | +0.1% | +4.6% | +5.0% |
| 3M | -39.7% | -2.1% | -37.5% | -38.8% |
| 6M | +23.1% | -33.8% | +56.9% | +21.8% |
| YTD | +55.0% | -49.9% | +104.9% | +50.0% |
| 1Y | +118.0% | -55.4% | +173.5% | +106.3% |
| All | +118.0% | -55.6% | +173.6% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 1y: compounded portfolio wealth divided by compounded BSX 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…
1y analysis · Full analysis span regression · 6 months rolling