+140.9%
NOK vs TGT
+78.4%
+62.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | -5.2% | +16.2% | +10.3% |
| 30D | +7.8% | +1.2% | +6.7% | +7.9% |
| 3M | -21.0% | +18.4% | -39.4% | -19.9% |
| 6M | +40.9% | +33.4% | +7.4% | +42.3% |
| YTD | +72.0% | +63.8% | +8.2% | +67.3% |
| 1Y | +140.9% | +77.2% | +63.7% | +133.1% |
| All | +140.9% | +78.4% | +62.5% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling