+184.5%
NOK vs NDAQ
+90.0%
+94.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +9.3% | -1.6% | +10.9% | +9.7% |
| 30D | +17.9% | -1.5% | +19.3% | +18.2% |
| 3M | -22.3% | +8.0% | -30.4% | -24.3% |
| 6M | +36.4% | +7.7% | +28.6% | +32.6% |
| YTD | +66.3% | -2.3% | +68.6% | +66.3% |
| 1Y | +134.4% | +0.6% | +133.9% | +131.6% |
| All | +184.5% | +90.0% | +94.5% | +114.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling