+184.5%
NOK vs EW
+16.4%
+168.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.1% |
| 7D | +9.3% | -5.1% | +14.5% | +9.7% |
| 30D | +17.9% | -6.4% | +24.2% | +18.3% |
| 3M | -22.3% | -1.6% | -20.8% | -22.4% |
| 6M | +36.4% | +2.3% | +34.1% | +35.9% |
| YTD | +66.3% | +1.1% | +65.2% | +65.6% |
| 1Y | +134.4% | +8.0% | +126.4% | +132.5% |
| All | +184.5% | +16.4% | +168.0% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 3y: compounded portfolio wealth divided by compounded EW 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…
3y analysis · Full analysis span regression · 6 months rolling