+129.9%
NOK vs WFC
+14.0%
+115.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +8.7% | +0.3% | +8.4% | +8.6% |
| 30D | +12.5% | +2.3% | +10.2% | +11.7% |
| 3M | -20.7% | +9.8% | -30.5% | -22.5% |
| 6M | +36.2% | +15.6% | +20.6% | +32.6% |
| YTD | +64.1% | -2.4% | +66.6% | +65.8% |
| All | +129.9% | +14.0% | +115.9% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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