+184.5%
NOK vs MUB
+8.2%
+176.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.8% |
| 7D | +9.3% | -0.7% | +10.1% | +10.5% |
| 30D | +17.9% | -2.0% | +19.8% | +21.3% |
| 3M | -22.3% | -2.5% | -19.8% | -19.3% |
| 6M | +36.4% | -2.3% | +38.7% | +41.3% |
| YTD | +66.3% | -1.3% | +67.6% | +70.3% |
| 1Y | +134.4% | +1.1% | +133.3% | +133.9% |
| All | +184.5% | +8.2% | +176.2% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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