+60.7%
NOK vs NDAQ
+66.7%
-6.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.5% |
| 7D | +5.4% | +1.3% | +4.1% | +5.0% |
| 30D | -14.1% | +18.0% | -32.1% | -19.1% |
| 3M | -23.6% | +11.5% | -35.1% | -26.7% |
| 6M | -45.1% | +21.1% | -66.2% | -49.4% |
| YTD | +24.7% | +12.8% | +11.9% | +17.9% |
| 1Y | +19.0% | +25.7% | -6.7% | +7.0% |
| 3Y | +147.0% | +116.8% | +30.2% | +65.9% |
| All | +60.7% | +66.7% | -6.0% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling