+127.6%
NOK vs C
+301.2%
-173.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.5% |
| 7D | +8.7% | +0.3% | +8.4% | +8.6% |
| 30D | +12.5% | +2.0% | +10.5% | +11.6% |
| 3M | -20.7% | +4.4% | -25.1% | -21.8% |
| 6M | +36.2% | +28.3% | +7.8% | +23.9% |
| YTD | +64.1% | +20.5% | +43.7% | +52.4% |
| 1Y | +132.4% | +45.5% | +86.8% | +100.4% |
| 3Y | +182.9% | +274.0% | -91.2% | +64.6% |
| 5Y | +102.8% | +136.1% | -33.3% | +38.5% |
| All | +127.6% | +301.2% | -173.5% | +14.7% |
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