+101.3%
NOK vs PAAS
+117.9%
-16.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.8% | +6.3% |
| 7D | +7.3% | +2.0% | +5.3% | +6.9% |
| 30D | +13.8% | -0.1% | +13.9% | +13.5% |
| 3M | -27.0% | +8.2% | -35.2% | -28.3% |
| 6M | +37.6% | -13.8% | +51.4% | +39.4% |
| YTD | +64.6% | -0.6% | +65.2% | +62.0% |
| 1Y | +132.0% | +44.0% | +88.0% | +113.8% |
| 3Y | +183.7% | +246.6% | -62.9% | +116.9% |
| 5Y | +101.3% | +116.1% | -14.8% | +59.0% |
| All | +101.3% | +117.9% | -16.6% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling