+127.6%
NOK vs EQT
+52.9%
+74.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | +8.7% | -1.2% | +9.9% | +8.8% |
| 30D | +12.5% | +1.1% | +11.4% | +12.3% |
| 3M | -20.7% | +4.8% | -25.5% | -21.3% |
| 6M | +36.2% | -10.6% | +46.7% | +37.6% |
| YTD | +64.1% | +3.4% | +60.7% | +62.9% |
| 1Y | +132.4% | +8.7% | +123.7% | +128.5% |
| 3Y | +182.9% | +35.0% | +147.9% | +166.8% |
| 5Y | +102.8% | +204.2% | -101.5% | +71.4% |
| All | +127.6% | +52.9% | +74.8% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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