+118.0%
NOK vs WTW
+3.0%
+115.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +1.9% |
| 7D | -1.8% | -2.6% | +0.9% | -2.6% |
| 30D | +4.7% | -1.0% | +5.7% | +4.5% |
| 3M | -39.7% | +29.9% | -69.6% | -33.7% |
| 6M | +23.1% | +10.7% | +12.4% | +33.4% |
| YTD | +55.0% | +2.6% | +52.4% | +65.6% |
| 1Y | +118.0% | +2.8% | +115.3% | +130.0% |
| All | +118.0% | +3.0% | +115.1% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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