+107.5%
NOK vs MP
+291.5%
-184.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.0% |
| 7D | +5.4% | +9.5% | -4.1% | +4.1% |
| 30D | -14.1% | -3.0% | -11.2% | -13.8% |
| 3M | -23.6% | -30.4% | +6.8% | -20.1% |
| 6M | -45.1% | -39.2% | -6.0% | -41.8% |
| YTD | +24.7% | -23.3% | +48.0% | +28.2% |
| 1Y | +19.0% | -32.6% | +51.7% | +23.5% |
| 3Y | +147.0% | +159.3% | -12.2% | +98.7% |
| 5Y | +58.2% | -16.4% | +74.6% | +42.9% |
| All | +107.5% | +291.5% | -184.0% | +73.5% |
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