+118.0%
NOK vs WU
-8.3%
+126.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.6% | +2.8% |
| 7D | -1.8% | -0.8% | -0.9% | -1.6% |
| 30D | +4.7% | -1.1% | +5.8% | +4.8% |
| 3M | -39.7% | -3.9% | -35.8% | -40.7% |
| 6M | +23.1% | -20.7% | +43.7% | +27.2% |
| YTD | +55.0% | -18.4% | +73.4% | +56.5% |
| 1Y | +118.0% | -8.1% | +126.1% | +111.7% |
| All | +118.0% | -8.3% | +126.3% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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