+21.3%
NOK vs TRI
-22.4%
+43.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.4% | -9.0% | -0.8% |
| 7D | -10.4% | +1.0% | -11.4% | -9.9% |
| 30D | -19.0% | +20.8% | -39.8% | -14.7% |
| 3M | -16.7% | +8.1% | -24.8% | -13.3% |
| 6M | -37.1% | +24.2% | -61.3% | -31.2% |
| YTD | +27.7% | -7.8% | +35.4% | +38.6% |
| 1Y | +21.3% | -16.7% | +38.0% | +31.5% |
| All | +21.3% | -22.4% | +43.7% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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