+102.7%
NOK vs SNPS
+16.9%
+85.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | +9.3% | -5.5% | +14.8% | +10.7% |
| 30D | +17.9% | -4.5% | +22.3% | +18.9% |
| 3M | -22.3% | -15.5% | -6.8% | -19.3% |
| 6M | +36.4% | -10.1% | +46.4% | +39.9% |
| YTD | +66.3% | -16.3% | +82.6% | +72.6% |
| 1Y | +134.4% | -34.9% | +169.4% | +149.5% |
| 3Y | +186.6% | -14.4% | +200.9% | +165.0% |
| 5Y | +102.7% | +17.9% | +84.8% | +61.2% |
| All | +102.7% | +16.9% | +85.8% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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