+1,578.5%
NOK vs MSI
+1,195.5%
+383.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.5% | +3.1% |
| 7D | -1.8% | -3.7% | +1.9% | +0.1% |
| 30D | +4.7% | +6.8% | -2.1% | +0.8% |
| 3M | -39.7% | +14.3% | -54.0% | -44.1% |
| 6M | +23.1% | -1.3% | +24.4% | +22.2% |
| YTD | +55.0% | +23.1% | +31.9% | +37.1% |
| 1Y | +118.0% | -0.8% | +118.9% | +113.9% |
| 3Y | +170.5% | +70.9% | +99.6% | +97.3% |
| 5Y | +84.9% | +103.3% | -18.5% | +22.3% |
| 10Y | +112.0% | +599.2% | -487.2% | -27.4% |
| All | +1,578.5% | +1,195.5% | +383.0% | +198.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling