+127.6%
NOK vs EMB
+30.4%
+97.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.3% |
| 7D | +8.7% | -1.1% | +9.8% | +10.2% |
| 30D | +12.5% | -1.1% | +13.6% | +14.1% |
| 3M | -20.7% | -0.8% | -20.0% | -19.8% |
| 6M | +36.2% | -0.1% | +36.2% | +36.9% |
| YTD | +64.1% | +0.4% | +63.7% | +64.1% |
| 1Y | +132.4% | +3.3% | +129.1% | +124.6% |
| 3Y | +182.9% | +29.0% | +153.8% | +107.8% |
| 5Y | +102.8% | +6.3% | +96.5% | +90.6% |
| All | +127.6% | +30.4% | +97.2% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling