+138.6%
NOK vs NI
+143.3%
-4.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +11.0% | 0.0% | +10.9% | +11.0% |
| 30D | +7.8% | -1.4% | +9.2% | +8.3% |
| 3M | -21.0% | -10.6% | -10.4% | -18.8% |
| 6M | +40.9% | -9.3% | +50.2% | +44.2% |
| YTD | +72.0% | +1.1% | +70.9% | +70.7% |
| 1Y | +140.9% | +3.4% | +137.5% | +137.2% |
| 3Y | +194.3% | +67.9% | +126.4% | +149.1% |
| 5Y | +112.5% | +98.0% | +14.6% | +71.3% |
| All | +138.6% | +143.3% | -4.7% | +89.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling