+64.1%
NOK vs MDB
+912.7%
-848.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.3% |
| 7D | +5.4% | +6.8% | -1.5% | +4.6% |
| 30D | -14.1% | -6.2% | -7.9% | -13.3% |
| 3M | -23.6% | -29.2% | +5.7% | -20.9% |
| 6M | -45.1% | +10.3% | -55.4% | -46.1% |
| YTD | +24.7% | -20.4% | +45.1% | +25.7% |
| 1Y | +19.0% | -4.8% | +23.9% | +17.4% |
| 3Y | +147.0% | -11.6% | +158.6% | +135.4% |
| 5Y | +58.2% | -41.0% | +99.2% | +47.0% |
| All | +64.1% | +912.7% | -848.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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