+140.9%
NOK vs BTI
+3.5%
+137.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.8% |
| 7D | +11.0% | -0.2% | +11.2% | +11.0% |
| 30D | +7.8% | -1.1% | +8.9% | +7.9% |
| 3M | -21.0% | -8.8% | -12.2% | -20.5% |
| 6M | +40.9% | -4.0% | +44.8% | +39.2% |
| YTD | +72.0% | +0.4% | +71.7% | +67.8% |
| 1Y | +140.9% | +1.9% | +139.0% | +117.0% |
| All | +140.9% | +3.5% | +137.4% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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