+101.3%
NOK vs IWD
+73.8%
+27.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +7.1% |
| 7D | +7.3% | -0.2% | +7.4% | +7.3% |
| 30D | +13.8% | -0.8% | +14.6% | +14.6% |
| 3M | -27.0% | +8.0% | -35.0% | -33.2% |
| 6M | +37.6% | +18.2% | +19.4% | +15.2% |
| YTD | +64.6% | +22.3% | +42.3% | +32.8% |
| 1Y | +132.0% | +28.9% | +103.1% | +76.7% |
| 3Y | +183.7% | +71.5% | +112.1% | +54.1% |
| 5Y | +101.3% | +73.6% | +27.7% | +8.5% |
| All | +101.3% | +73.8% | +27.4% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 5y: compounded portfolio wealth divided by compounded IWD 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…
5y analysis · Full analysis span regression · 6 months rolling