+5.1%
NOK vs WCC
+1,713.7%
-1,708.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.9% | -1.2% | +1.6% |
| 7D | -1.8% | +4.5% | -6.2% | -3.0% |
| 30D | +4.7% | -5.8% | +10.5% | +6.4% |
| 3M | -39.7% | -3.7% | -36.0% | -38.9% |
| 6M | +23.1% | +23.1% | 0.0% | +16.3% |
| YTD | +55.0% | +44.2% | +10.9% | +40.0% |
| 1Y | +118.0% | +62.1% | +56.0% | +89.3% |
| 3Y | +170.5% | +121.1% | +49.4% | +103.9% |
| 5Y | +84.9% | +214.0% | -129.1% | +21.8% |
| 10Y | +112.0% | +472.8% | -360.8% | +4.0% |
| All | +5.1% | +1,713.7% | -1,708.6% | -74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling