+130.6%
NOK vs BUD
-22.5%
+153.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.9% |
| 7D | +9.3% | -1.3% | +10.7% | +9.9% |
| 30D | +17.9% | -6.1% | +24.0% | +20.6% |
| 3M | -22.3% | -3.8% | -18.6% | -21.7% |
| 6M | +36.4% | +8.2% | +28.2% | +30.4% |
| YTD | +66.3% | +23.6% | +42.7% | +49.4% |
| 1Y | +134.4% | +33.4% | +101.0% | +103.3% |
| 3Y | +186.6% | +45.3% | +141.3% | +134.4% |
| 5Y | +102.7% | +44.3% | +58.4% | +64.0% |
| All | +130.6% | -22.5% | +153.1% | +130.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling