+118.0%
NOK vs WCC
+61.8%
+56.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.9% | -1.2% | +1.0% |
| 7D | -1.8% | +4.5% | -6.2% | -3.6% |
| 30D | +4.7% | -5.8% | +10.5% | +7.2% |
| 3M | -39.7% | -3.7% | -36.0% | -39.4% |
| 6M | +23.1% | +23.1% | 0.0% | +18.3% |
| YTD | +55.0% | +44.2% | +10.9% | +48.9% |
| 1Y | +118.0% | +62.1% | +56.0% | +113.5% |
| All | +118.0% | +61.8% | +56.3% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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