+1,285.7%
NOK vs TER
+4,271.4%
-2,985.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | +11.0% | +24.0% | -13.0% | +3.0% |
| 30D | -16.0% | -30.6% | +14.6% | -4.9% |
| 3M | -19.8% | -34.5% | +14.7% | -7.5% |
| 6M | -37.1% | -26.4% | -10.8% | -30.7% |
| YTD | +28.0% | +36.4% | -8.4% | +10.0% |
| 1Y | +17.9% | +47.4% | -29.5% | -1.7% |
| 3Y | +152.7% | +202.6% | -49.8% | +46.9% |
| 5Y | +62.3% | +83.9% | -21.6% | +7.7% |
| 10Y | +128.1% | +1,068.0% | -939.9% | -30.5% |
| All | +1,285.7% | +4,271.4% | -2,985.7% | +90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling