+127.9%
NOK vs PAAS
+205.7%
-77.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.5% |
| 7D | +5.4% | -8.9% | +14.3% | +6.6% |
| 30D | -14.1% | -11.4% | -2.7% | -12.8% |
| 3M | -23.6% | -20.4% | -3.1% | -21.4% |
| 6M | -45.1% | -40.7% | -4.4% | -41.8% |
| YTD | +24.7% | -26.9% | +51.7% | +28.3% |
| 1Y | +19.0% | -3.1% | +22.1% | +18.4% |
| 3Y | +147.0% | +199.3% | -52.2% | +113.3% |
| 5Y | +58.2% | +48.3% | +9.9% | +42.8% |
| All | +127.9% | +205.7% | -77.7% | +98.6% |
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