+127.6%
NOK vs BUD
-22.8%
+150.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | +8.7% | -3.2% | +11.9% | +10.1% |
| 30D | +12.5% | -3.7% | +16.2% | +14.0% |
| 3M | -20.7% | -4.4% | -16.3% | -19.9% |
| 6M | +36.2% | +7.7% | +28.4% | +30.4% |
| YTD | +64.1% | +23.1% | +41.1% | +47.7% |
| 1Y | +132.4% | +33.6% | +98.8% | +101.4% |
| 3Y | +182.9% | +44.7% | +138.2% | +131.7% |
| 5Y | +102.8% | +44.9% | +57.9% | +63.8% |
| All | +127.6% | -22.8% | +150.5% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BUD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling