+21.3%
NOK vs NI
+9.5%
+11.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.7% |
| 7D | -10.4% | +3.9% | -14.3% | -10.8% |
| 30D | -19.0% | +15.3% | -34.3% | -20.9% |
| 3M | -16.7% | +2.4% | -19.1% | -17.8% |
| 6M | -37.1% | -4.5% | -32.6% | -37.2% |
| YTD | +27.7% | +11.4% | +16.3% | +25.0% |
| 1Y | +21.3% | +8.5% | +12.8% | +19.9% |
| All | +21.3% | +9.5% | +11.8% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling