+127.6%
NOK vs NDAQ
+370.8%
-243.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.3% |
| 7D | +8.7% | -6.8% | +15.5% | +12.0% |
| 30D | +12.5% | -3.2% | +15.7% | +14.0% |
| 3M | -20.7% | +6.5% | -27.2% | -23.9% |
| 6M | +36.2% | +5.7% | +30.4% | +30.8% |
| YTD | +64.1% | -4.6% | +68.8% | +64.6% |
| 1Y | +132.4% | -1.6% | +134.0% | +128.8% |
| 3Y | +182.9% | +86.4% | +96.4% | +97.6% |
| 5Y | +102.8% | +50.3% | +52.5% | +55.0% |
| All | +127.6% | +370.8% | -243.2% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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