+183.7%
NOK vs HD
+3.5%
+180.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.3% | +8.5% | +6.5% |
| 7D | +7.3% | -1.2% | +8.4% | +7.4% |
| 30D | +13.8% | -11.1% | +24.9% | +15.9% |
| 3M | -27.0% | +2.0% | -29.0% | -28.0% |
| 6M | +37.6% | -10.5% | +48.0% | +40.6% |
| YTD | +64.6% | -6.9% | +71.5% | +65.5% |
| 1Y | +132.0% | -23.2% | +155.2% | +149.7% |
| 3Y | +183.7% | +3.1% | +180.6% | +160.6% |
| All | +183.7% | +3.5% | +180.2% | +160.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling