+127.9%
NOK vs C
+216.5%
-88.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +5.4% | +4.2% | +1.2% | +3.7% |
| 30D | -14.1% | +2.0% | -16.1% | -14.6% |
| 3M | -23.6% | -10.1% | -13.5% | -20.2% |
| 6M | -45.1% | +1.0% | -46.1% | -44.9% |
| YTD | +24.7% | +8.5% | +16.3% | +21.1% |
| 1Y | +19.0% | +25.7% | -6.7% | +9.0% |
| 3Y | +147.0% | +216.0% | -69.0% | +54.2% |
| 5Y | +58.2% | +112.3% | -54.1% | +13.1% |
| All | +127.9% | +216.5% | -88.6% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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