+140.9%
NOK vs EXEL
+48.5%
+92.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.3% | +7.1% | +5.2% |
| 7D | +11.0% | -4.9% | +15.9% | +11.8% |
| 30D | +7.8% | +11.4% | -3.5% | +5.5% |
| 3M | -21.0% | +4.9% | -25.9% | -21.9% |
| 6M | +40.9% | +34.4% | +6.5% | +31.7% |
| YTD | +72.0% | +28.0% | +44.0% | +62.2% |
| 1Y | +140.9% | +43.6% | +97.3% | +117.9% |
| All | +140.9% | +48.5% | +92.4% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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