+183.7%
NOK vs MDB
-5.6%
+189.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.5% | +9.6% | +6.4% |
| 7D | +7.3% | -18.0% | +25.3% | +8.8% |
| 30D | +13.8% | -10.7% | +24.5% | +14.6% |
| 3M | -27.0% | +1.0% | -28.0% | -27.2% |
| 6M | +37.6% | +31.6% | +6.0% | +34.5% |
| YTD | +64.6% | -15.2% | +79.8% | +65.8% |
| 1Y | +132.0% | +10.1% | +121.9% | +129.2% |
| 3Y | +183.7% | -5.6% | +189.3% | +170.8% |
| All | +183.7% | -5.6% | +189.3% | +170.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling