+102.7%
NOK vs SE
-66.7%
+169.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.6% |
| 7D | +9.3% | -3.6% | +13.0% | +9.9% |
| 30D | +17.9% | -5.3% | +23.2% | +18.5% |
| 3M | -22.3% | +28.1% | -50.4% | -25.4% |
| 6M | +36.4% | +20.7% | +15.7% | +31.5% |
| YTD | +66.3% | -14.8% | +81.1% | +68.2% |
| 1Y | +134.4% | -43.6% | +178.0% | +151.3% |
| 3Y | +186.6% | +184.2% | +2.4% | +131.0% |
| 5Y | +102.7% | -66.3% | +169.0% | +94.9% |
| All | +102.7% | -66.7% | +169.4% | +94.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling