+115.1%
NOK vs FISV
-53.5%
+168.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.4% | -0.6% | +3.7% |
| 7D | +11.0% | -2.7% | +13.6% | +11.4% |
| 30D | +7.8% | 0.0% | +7.8% | +7.6% |
| 3M | -21.0% | -2.8% | -18.2% | -21.2% |
| 6M | +40.9% | -11.8% | +52.7% | +43.0% |
| YTD | +72.0% | -23.2% | +95.2% | +80.1% |
| 1Y | +140.9% | -62.0% | +202.9% | +192.1% |
| 3Y | +194.3% | -57.6% | +251.9% | +217.7% |
| All | +115.1% | -53.5% | +168.6% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 5y: compounded portfolio wealth divided by compounded FISV 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…
5y analysis · Full analysis span regression · 6 months rolling