+102.8%
NOK vs SPXU
-85.5%
+188.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -0.7% |
| 7D | +8.7% | +6.4% | +2.3% | +11.0% |
| 30D | +12.5% | +5.9% | +6.6% | +14.9% |
| 3M | -20.7% | -11.7% | -9.1% | -22.9% |
| 6M | +36.2% | -28.7% | +64.8% | +26.1% |
| YTD | +64.1% | -26.4% | +90.5% | +54.4% |
| 1Y | +132.4% | -35.2% | +167.6% | +111.8% |
| 3Y | +182.9% | -79.8% | +262.7% | +91.7% |
| 5Y | +102.8% | -86.1% | +188.8% | +43.1% |
| All | +102.8% | -85.5% | +188.3% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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