+138.6%
NOK vs PAAS
+230.4%
-91.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +4.9% |
| 7D | +11.0% | -1.9% | +12.9% | +11.2% |
| 30D | +7.8% | -3.6% | +11.4% | +8.1% |
| 3M | -21.0% | +8.6% | -29.6% | -22.0% |
| 6M | +40.9% | -16.7% | +57.6% | +42.8% |
| YTD | +72.0% | -1.9% | +73.9% | +70.6% |
| 1Y | +140.9% | +38.0% | +102.9% | +129.2% |
| 3Y | +194.3% | +234.9% | -40.7% | +149.7% |
| 5Y | +112.5% | +119.5% | -6.9% | +84.0% |
| All | +138.6% | +230.4% | -91.8% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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