+115.1%
NOK vs TEAM
-52.7%
+167.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | -5.2% | +16.2% | +11.4% |
| 30D | +7.8% | +15.8% | -7.9% | +6.1% |
| 3M | -21.0% | +101.5% | -122.5% | -27.3% |
| 6M | +40.9% | +138.2% | -97.3% | +25.0% |
| YTD | +72.0% | +10.8% | +61.2% | +69.7% |
| 1Y | +140.9% | +1.7% | +139.2% | +140.1% |
| 3Y | +194.3% | -16.0% | +210.3% | +189.9% |
| All | +115.1% | -52.7% | +167.8% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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