+140.9%
NOK vs EXE
+1.0%
+139.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.1% | +6.9% | +4.5% |
| 7D | +11.0% | -3.1% | +14.1% | +10.5% |
| 30D | +7.8% | -0.9% | +8.8% | +7.8% |
| 3M | -21.0% | +9.6% | -30.6% | -20.5% |
| 6M | +40.9% | -11.6% | +52.5% | +39.8% |
| YTD | +72.0% | -12.6% | +84.6% | +69.9% |
| 1Y | +140.9% | +1.2% | +139.7% | +150.4% |
| All | +140.9% | +1.0% | +139.9% | +150.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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