+296.2%
NOK vs URI
+7,815.7%
-7,519.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.4% |
| 7D | -2.7% | -6.0% | +3.3% | -1.0% |
| 30D | -20.4% | +4.6% | -25.0% | -21.3% |
| 3M | -9.6% | -2.7% | -6.9% | -9.1% |
| 6M | -35.6% | +18.4% | -54.0% | -38.6% |
| YTD | +27.5% | +37.4% | -9.8% | +15.8% |
| 1Y | +18.4% | +30.4% | -12.0% | +8.9% |
| 3Y | +151.8% | +147.9% | +3.9% | +89.3% |
| 5Y | +61.1% | +202.1% | -140.9% | +12.9% |
| 10Y | +123.7% | +1,182.4% | -1,058.8% | -3.0% |
| All | +296.2% | +7,815.7% | -7,519.6% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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