+140.9%
NOK vs NI
+4.4%
+136.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +7.9% |
| 3M | -21.0% | -10.6% | -10.4% | -21.2% |
| 6M | +40.9% | -9.3% | +50.2% | +41.0% |
| YTD | +72.0% | +1.1% | +70.9% | +73.9% |
| 1Y | +140.9% | +3.4% | +137.5% | +143.5% |
| All | +140.9% | +4.4% | +136.5% | +143.5% |
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