+21.3%
NOK vs TER
+42.7%
-21.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.8% | +4.2% | 0.0% |
| 7D | -10.4% | -19.9% | +9.5% | -2.5% |
| 30D | -19.0% | -43.5% | +24.5% | +0.4% |
| 3M | -16.7% | -37.8% | +21.0% | -0.7% |
| 6M | -37.1% | -25.6% | -11.6% | -26.9% |
| YTD | +27.7% | +29.8% | -2.2% | +32.0% |
| 1Y | +21.3% | +43.2% | -21.9% | +22.4% |
| All | +21.3% | +42.7% | -21.4% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling