+183.7%
NOK vs U
+11.6%
+172.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +6.0% |
| 7D | +7.3% | +4.5% | +2.8% | +6.9% |
| 30D | +13.8% | -0.6% | +14.4% | +13.8% |
| 3M | -27.0% | +48.4% | -75.4% | -29.4% |
| 6M | +37.6% | +115.4% | -77.8% | +29.3% |
| YTD | +64.6% | -3.2% | +67.8% | +63.5% |
| 1Y | +132.0% | -6.0% | +138.1% | +130.3% |
| 3Y | +183.7% | +13.5% | +170.2% | +159.5% |
| All | +183.7% | +11.6% | +172.0% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 3y: compounded portfolio wealth divided by compounded U 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…
3y analysis · Full analysis span regression · 6 months rolling