+132.4%
NOK vs HD
-24.3%
+156.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.6% |
| 7D | +8.7% | -3.9% | +12.6% | +8.0% |
| 30D | +12.5% | -13.1% | +25.6% | +10.1% |
| 3M | -20.7% | -3.4% | -17.3% | -21.6% |
| 6M | +36.2% | -12.6% | +48.7% | +36.0% |
| YTD | +64.1% | -9.2% | +73.4% | +64.5% |
| 1Y | +132.4% | -23.9% | +156.3% | +135.5% |
| All | +132.4% | -24.3% | +156.7% | +135.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling