+180.8%
NOK vs WPM
+259.8%
-79.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -0.6% |
| 7D | +8.7% | -3.6% | +12.3% | +9.5% |
| 30D | +12.5% | +12.5% | 0.0% | +9.7% |
| 3M | -20.7% | +40.6% | -61.4% | -26.4% |
| 6M | +36.2% | +0.5% | +35.6% | +33.4% |
| YTD | +64.1% | +29.0% | +35.1% | +53.5% |
| 1Y | +132.4% | +43.8% | +88.6% | +112.0% |
| All | +180.8% | +259.8% | -79.0% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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