+127.9%
NOK vs TER
+998.2%
-870.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.8% | -1.0% |
| 7D | +5.4% | +14.4% | -9.0% | +1.3% |
| 30D | -14.1% | -30.6% | +16.4% | -5.2% |
| 3M | -23.6% | -39.2% | +15.6% | -12.6% |
| 6M | -45.1% | -31.3% | -13.9% | -39.2% |
| YTD | +24.7% | +29.1% | -4.3% | +16.3% |
| 1Y | +19.0% | +47.4% | -28.4% | +7.2% |
| 3Y | +147.0% | +191.2% | -44.2% | +70.0% |
| 5Y | +58.2% | +74.0% | -15.8% | +21.9% |
| All | +127.9% | +998.2% | -870.2% | +2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling