+102.8%
NOK vs SPOT
+111.2%
-8.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +8.7% | -6.9% | +15.6% | +9.9% |
| 30D | +12.5% | +4.1% | +8.4% | +11.5% |
| 3M | -20.7% | +3.7% | -24.4% | -21.7% |
| 6M | +36.2% | -1.6% | +37.8% | +35.1% |
| YTD | +64.1% | -10.2% | +74.3% | +64.9% |
| 1Y | +132.4% | -25.9% | +158.3% | +141.4% |
| 3Y | +182.9% | +235.6% | -52.7% | +104.8% |
| 5Y | +102.8% | +110.6% | -7.8% | +46.4% |
| All | +102.8% | +111.2% | -8.4% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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