+183.7%
NOK vs TER
+278.1%
-94.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.2% | +2.0% | +5.3% |
| 7D | +7.3% | +11.0% | -3.7% | +5.1% |
| 30D | +13.8% | -1.9% | +15.7% | +14.2% |
| 3M | -27.0% | -0.7% | -26.3% | -26.9% |
| 6M | +37.6% | +36.4% | +1.2% | +32.9% |
| YTD | +64.6% | +92.4% | -27.8% | +54.4% |
| 1Y | +132.0% | +213.5% | -81.5% | +106.6% |
| 3Y | +183.7% | +277.2% | -93.6% | +116.9% |
| All | +183.7% | +278.1% | -94.5% | +116.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling