+123.7%
NOK vs LIN
+417.8%
-294.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | -2.7% | +2.0% | -4.7% | -3.7% |
| 30D | -20.4% | +7.9% | -28.2% | -23.6% |
| 3M | -9.6% | +6.3% | -15.9% | -12.9% |
| 6M | -35.6% | +6.5% | -42.1% | -38.3% |
| YTD | +27.5% | +23.6% | +3.9% | +13.5% |
| 1Y | +18.4% | +25.7% | -7.4% | +4.3% |
| 3Y | +151.8% | +35.6% | +116.2% | +111.5% |
| 5Y | +61.1% | +65.9% | -4.7% | +20.3% |
| 10Y | +123.7% | +412.1% | -288.4% | +1.0% |
| All | +123.7% | +417.8% | -294.1% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling