+1,677.3%
NOK vs EQT
+2,021.3%
-344.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | +8.7% | -1.2% | +9.9% | +9.0% |
| 30D | +12.5% | +1.1% | +11.4% | +12.1% |
| 3M | -20.7% | +4.8% | -25.5% | -22.1% |
| 6M | +36.2% | -10.6% | +46.7% | +39.1% |
| YTD | +64.1% | +3.4% | +60.7% | +61.2% |
| 1Y | +132.4% | +8.7% | +123.7% | +123.8% |
| 3Y | +182.9% | +35.0% | +147.9% | +148.8% |
| 5Y | +102.8% | +204.2% | -101.5% | +32.9% |
| 10Y | +126.8% | +52.5% | +74.3% | +56.5% |
| All | +1,677.3% | +2,021.3% | -344.1% | +353.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling