+127.9%
NOK vs MSCI
+811.9%
-683.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.9% | -3.0% |
| 7D | +5.4% | +3.0% | +2.4% | +4.3% |
| 30D | -14.1% | +17.8% | -31.9% | -19.1% |
| 3M | -23.6% | +15.2% | -38.8% | -27.7% |
| 6M | -45.1% | +16.5% | -61.6% | -49.0% |
| YTD | +24.7% | +16.4% | +8.4% | +14.8% |
| 1Y | +19.0% | +16.8% | +2.2% | +9.3% |
| 3Y | +147.0% | +35.8% | +111.3% | +110.0% |
| 5Y | +58.2% | +7.0% | +51.2% | +42.4% |
| All | +127.9% | +811.9% | -683.9% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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