+140.9%
NOK vs DOW
+28.8%
+112.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.1% | +6.9% | +5.0% |
| 7D | +11.0% | -1.4% | +12.4% | +11.1% |
| 30D | +7.8% | -3.9% | +11.8% | +8.2% |
| 3M | -21.0% | -12.7% | -8.3% | -19.0% |
| 6M | +40.9% | -13.7% | +54.6% | +43.8% |
| YTD | +72.0% | +28.4% | +43.6% | +62.1% |
| 1Y | +140.9% | +21.8% | +119.2% | +117.3% |
| All | +140.9% | +28.8% | +112.2% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling