+115.1%
NOK vs TECH
-43.3%
+158.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | -0.4% | +11.4% | +11.1% |
| 30D | +7.8% | 0.0% | +7.9% | +7.9% |
| 3M | -21.0% | +33.7% | -54.7% | -26.7% |
| 6M | +40.9% | +34.9% | +6.0% | +28.3% |
| YTD | +72.0% | +23.2% | +48.9% | +60.3% |
| 1Y | +140.9% | +36.3% | +104.6% | +116.3% |
| 3Y | +194.3% | +2.3% | +192.0% | +178.1% |
| All | +115.1% | -43.3% | +158.4% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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