+118.0%
NOK vs FIS
-37.2%
+155.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.5% |
| 7D | -1.8% | +1.1% | -2.8% | -1.6% |
| 30D | +4.7% | -2.2% | +6.9% | +4.4% |
| 3M | -39.7% | +2.1% | -41.8% | -39.3% |
| 6M | +23.1% | -14.7% | +37.7% | +24.0% |
| YTD | +55.0% | -35.7% | +90.7% | +59.4% |
| 1Y | +118.0% | -37.1% | +155.1% | +124.6% |
| All | +118.0% | -37.2% | +155.3% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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