+140.9%
NOK vs EFX
-30.9%
+171.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +4.9% |
| 7D | +11.0% | -4.5% | +15.5% | +10.2% |
| 30D | +7.8% | -6.1% | +13.9% | +6.9% |
| 3M | -21.0% | +6.2% | -27.2% | -21.3% |
| 6M | +40.9% | -11.2% | +52.1% | +43.3% |
| YTD | +72.0% | -21.4% | +93.4% | +75.0% |
| 1Y | +140.9% | -34.3% | +175.2% | +151.1% |
| All | +140.9% | -30.9% | +171.8% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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