+17.9%
NOK vs HD
-3.7%
+21.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -2.1% |
| 7D | +11.0% | -0.5% | +11.5% | +10.8% |
| 30D | -16.0% | +18.5% | -34.5% | -12.4% |
| 3M | -19.8% | +2.2% | -21.9% | -18.4% |
| 6M | -37.1% | +13.8% | -51.0% | -35.5% |
| YTD | +28.0% | +3.4% | +24.6% | +32.6% |
| 1Y | +17.9% | -3.5% | +21.5% | +23.0% |
| All | +17.9% | -3.7% | +21.7% | +23.0% |
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