+184.5%
NOK vs W
+38.0%
+146.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | +9.3% | +5.9% | +3.4% | +8.4% |
| 30D | +17.9% | -3.0% | +20.9% | +18.3% |
| 3M | -22.3% | +40.3% | -62.7% | -26.7% |
| 6M | +36.4% | +32.2% | +4.2% | +28.8% |
| YTD | +66.3% | -0.3% | +66.6% | +62.8% |
| 1Y | +134.4% | +16.2% | +118.3% | +123.4% |
| All | +184.5% | +38.0% | +146.5% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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