+130.6%
NOK vs HD
+213.2%
-82.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.4% |
| 7D | +9.3% | -1.8% | +11.2% | +10.1% |
| 30D | +17.9% | -10.8% | +28.7% | +22.9% |
| 3M | -22.3% | -2.7% | -19.6% | -22.2% |
| 6M | +36.4% | -10.3% | +46.7% | +40.4% |
| YTD | +66.3% | -7.8% | +74.1% | +68.7% |
| 1Y | +134.4% | -23.1% | +157.6% | +156.8% |
| 3Y | +186.6% | +2.0% | +184.6% | +171.1% |
| 5Y | +102.7% | +6.2% | +96.5% | +84.6% |
| All | +130.6% | +213.2% | -82.6% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling