+140.9%
NOK vs HL
+82.6%
+58.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.2% | +6.0% | +5.0% |
| 7D | +11.0% | -4.4% | +15.3% | +11.9% |
| 30D | +7.8% | +9.3% | -1.5% | +5.6% |
| 3M | -21.0% | +32.0% | -53.0% | -25.8% |
| 6M | +40.9% | -6.4% | +47.3% | +38.5% |
| YTD | +72.0% | +3.1% | +68.9% | +65.2% |
| 1Y | +140.9% | +77.6% | +63.3% | +120.2% |
| All | +140.9% | +82.6% | +58.3% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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