+115.1%
NOK vs EAT
+313.1%
-198.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.0% | +5.8% | +5.0% |
| 7D | +11.0% | -7.7% | +18.7% | +12.3% |
| 30D | +7.8% | -13.6% | +21.4% | +10.2% |
| 3M | -21.0% | +33.9% | -54.9% | -25.1% |
| 6M | +40.9% | +47.2% | -6.3% | +30.6% |
| YTD | +72.0% | +48.1% | +24.0% | +58.6% |
| 1Y | +140.9% | +33.7% | +107.2% | +125.3% |
| 3Y | +194.3% | +595.8% | -401.5% | +83.8% |
| All | +115.1% | +313.1% | -198.0% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling