+118.0%
NOK vs SCHW
+14.3%
+103.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.6% | +2.7% |
| 7D | -1.8% | -0.8% | -1.0% | -1.8% |
| 30D | +4.7% | +1.5% | +3.2% | +4.6% |
| 3M | -39.7% | +24.6% | -64.2% | -40.4% |
| 6M | +23.1% | +14.5% | +8.5% | +22.3% |
| YTD | +55.0% | +10.5% | +44.6% | +54.8% |
| 1Y | +118.0% | +13.4% | +104.7% | +120.4% |
| All | +118.0% | +14.3% | +103.8% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling