+184.5%
NOK vs DOW
-35.5%
+219.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +9.3% | -6.0% | +15.4% | +10.6% |
| 30D | +17.9% | -2.7% | +20.6% | +18.3% |
| 3M | -22.3% | -10.5% | -11.8% | -20.7% |
| 6M | +36.4% | -12.4% | +48.8% | +39.1% |
| YTD | +66.3% | +30.0% | +36.3% | +52.9% |
| 1Y | +134.4% | +27.8% | +106.6% | +114.8% |
| All | +184.5% | -35.5% | +219.9% | +215.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling