+365.7%
NOK vs DIA
+1,130.8%
-765.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +7.5% |
| 7D | +7.3% | +0.1% | +7.2% | +7.0% |
| 30D | +13.8% | -2.1% | +15.8% | +16.5% |
| 3M | -27.0% | +4.2% | -31.2% | -30.4% |
| 6M | +37.6% | +11.9% | +25.7% | +20.5% |
| YTD | +64.6% | +10.8% | +53.8% | +45.7% |
| 1Y | +132.0% | +17.5% | +114.5% | +91.2% |
| 3Y | +183.7% | +59.9% | +123.7% | +58.5% |
| 5Y | +101.3% | +64.1% | +37.2% | +9.5% |
| 10Y | +122.4% | +246.2% | -123.8% | -57.0% |
| All | +365.7% | +1,130.8% | -765.1% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DIA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling