+1,280.6%
NOK vs TER
+3,967.3%
-2,686.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -2.7% | -8.9% | +6.2% | +0.3% |
| 30D | -20.4% | -39.1% | +18.7% | -5.6% |
| 3M | -9.6% | -32.8% | +23.1% | +3.5% |
| 6M | -35.6% | -31.7% | -3.9% | -27.1% |
| YTD | +27.5% | +26.9% | +0.6% | +12.4% |
| 1Y | +18.4% | +33.6% | -15.2% | +2.1% |
| 3Y | +151.8% | +181.5% | -29.7% | +50.2% |
| 5Y | +61.1% | +76.1% | -15.0% | +8.5% |
| 10Y | +123.7% | +1,006.2% | -882.5% | -30.5% |
| All | +1,280.6% | +3,967.3% | -2,686.6% | +94.8% |
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 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