+1,280.6%
NOK vs HAS
+1,896.0%
-615.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.6% |
| 7D | -2.7% | +3.3% | -6.0% | -3.7% |
| 30D | -20.4% | +30.5% | -50.9% | -27.1% |
| 3M | -9.6% | +29.9% | -39.5% | -17.4% |
| 6M | -35.6% | +26.5% | -62.2% | -41.1% |
| YTD | +27.5% | +51.9% | -24.4% | +9.6% |
| 1Y | +18.4% | +60.9% | -42.5% | -0.3% |
| 3Y | +151.8% | +215.0% | -63.2% | +65.1% |
| 5Y | +61.1% | +51.5% | +9.6% | +31.8% |
| 10Y | +123.7% | +102.2% | +21.4% | +54.1% |
| All | +1,280.6% | +1,896.0% | -615.3% | +352.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 all: compounded portfolio wealth divided by compounded HAS 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…
all analysis · Full analysis span regression · 6 months rolling