+18.4%
NOK vs USB
+33.1%
-14.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -2.7% | +1.4% | -4.1% | -2.8% |
| 30D | -20.4% | +6.4% | -26.8% | -20.5% |
| 3M | -9.6% | -4.5% | -5.2% | -9.2% |
| 6M | -35.6% | +11.4% | -47.0% | -35.1% |
| YTD | +27.5% | +17.1% | +10.4% | +27.1% |
| 1Y | +18.4% | +32.6% | -14.2% | +16.5% |
| All | +18.4% | +33.1% | -14.7% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling