+67.0%
NOK vs Q
+75.4%
-8.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.6% |
| 7D | +8.7% | +4.1% | +4.6% | +7.0% |
| 30D | +12.5% | -10.7% | +23.2% | +17.6% |
| 3M | -20.7% | -11.7% | -9.1% | -16.0% |
| 6M | +36.2% | +8.3% | +27.8% | +39.3% |
| YTD | +64.1% | +51.3% | +12.8% | +62.7% |
| All | +67.0% | +75.4% | -8.4% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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