+280.7%
NOK vs PSX
+1,159.1%
-878.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.7% |
| 7D | +7.3% | +2.8% | +4.4% | +6.4% |
| 30D | +13.8% | +27.8% | -14.0% | +5.9% |
| 3M | -27.0% | +42.0% | -69.0% | -34.3% |
| 6M | +37.6% | +58.1% | -20.5% | +19.6% |
| YTD | +64.6% | +105.0% | -40.4% | +32.2% |
| 1Y | +132.0% | +104.9% | +27.1% | +85.6% |
| 3Y | +183.7% | +134.1% | +49.6% | +112.9% |
| 5Y | +101.3% | +363.8% | -262.5% | +18.5% |
| 10Y | +122.4% | +370.1% | -247.7% | +17.5% |
| All | +280.7% | +1,159.1% | -878.4% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 all: compounded portfolio wealth divided by compounded PSX 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…
all analysis · Full analysis span regression · 6 months rolling