+21.3%
NOK vs WCC
+24.5%
-3.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.9% | +7.3% | +3.6% |
| 7D | -10.4% | -8.8% | -1.6% | -5.4% |
| 30D | -19.0% | -16.0% | -3.0% | -9.7% |
| 3M | -16.7% | -15.2% | -1.5% | -7.7% |
| 6M | -37.1% | -8.4% | -28.8% | -32.7% |
| YTD | +27.7% | +30.1% | -2.4% | +24.9% |
| 1Y | +21.3% | +26.4% | -5.1% | +17.6% |
| All | +21.3% | +24.5% | -3.2% | +17.6% |
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