+117.0%
NOK vs MP
+271.0%
-154.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.2% |
| 7D | +2.2% | +2.3% | -0.1% | +1.9% |
| 30D | -14.7% | -15.3% | +0.5% | -12.8% |
| 3M | -10.6% | -33.5% | +22.9% | -5.9% |
| 6M | -39.4% | -45.5% | +6.1% | -34.9% |
| YTD | +30.4% | -27.3% | +57.7% | +35.0% |
| 1Y | +22.3% | -40.7% | +63.0% | +28.8% |
| 3Y | +157.6% | +145.9% | +11.8% | +108.8% |
| 5Y | +64.6% | -13.9% | +78.5% | +49.1% |
| All | +117.0% | +271.0% | -154.0% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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