+127.9%
NOK vs USB
+83.8%
+44.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +5.4% | +2.6% | +2.8% | +4.5% |
| 30D | -14.1% | +8.4% | -22.6% | -16.5% |
| 3M | -23.6% | -5.5% | -18.0% | -22.3% |
| 6M | -45.1% | +17.7% | -62.9% | -48.3% |
| YTD | +24.7% | +17.6% | +7.2% | +17.2% |
| 1Y | +19.0% | +33.9% | -14.8% | +6.8% |
| 3Y | +147.0% | +103.8% | +43.2% | +88.2% |
| 5Y | +58.2% | +25.6% | +32.6% | +39.0% |
| All | +127.9% | +83.8% | +44.1% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling