+57.1%
NOK vs SE
+363.8%
-306.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.7% |
| 7D | +5.4% | -0.5% | +5.8% | +5.4% |
| 30D | -14.1% | -20.9% | +6.8% | -11.5% |
| 3M | -23.6% | -38.9% | +15.3% | -18.6% |
| 6M | -45.1% | -19.4% | -25.7% | -43.8% |
| YTD | +24.7% | -40.9% | +65.7% | +32.0% |
| 1Y | +19.0% | -46.2% | +65.2% | +27.5% |
| 3Y | +147.0% | +63.7% | +83.3% | +120.5% |
| 5Y | +58.2% | -77.9% | +136.1% | +68.0% |
| All | +57.1% | +363.8% | -306.7% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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