+23.1%
NOK vs TER
+14.7%
+8.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.5% | -2.8% | +0.6% |
| 7D | -1.8% | +0.6% | -2.4% | -2.0% |
| 30D | +4.7% | -8.3% | +13.0% | +8.0% |
| 3M | -39.7% | -12.2% | -27.4% | -37.5% |
| 6M | +23.1% | +17.1% | +6.0% | +17.2% |
| All | +23.1% | +14.7% | +8.4% | +17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling