+127.6%
NOK vs TER
+1,841.7%
-1,714.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.4% |
| 7D | +8.7% | +9.4% | -0.7% | +6.2% |
| 30D | +12.5% | -2.4% | +14.9% | +13.2% |
| 3M | -20.7% | +6.5% | -27.3% | -22.2% |
| 6M | +36.2% | +23.2% | +13.0% | +27.5% |
| YTD | +64.1% | +91.5% | -27.3% | +37.4% |
| 1Y | +132.4% | +214.8% | -82.4% | +69.3% |
| 3Y | +182.9% | +275.3% | -92.5% | +82.8% |
| 5Y | +102.8% | +211.9% | -109.1% | +32.6% |
| All | +127.6% | +1,841.7% | -1,714.1% | -6.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling