+140.9%
NOK vs WU
-9.1%
+150.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +4.7% |
| 7D | +11.0% | -3.5% | +14.4% | +11.5% |
| 30D | +7.8% | -2.9% | +10.8% | +8.2% |
| 3M | -21.0% | -2.3% | -18.7% | -23.3% |
| 6M | +40.9% | -25.4% | +66.3% | +48.1% |
| YTD | +72.0% | -21.2% | +93.2% | +74.5% |
| 1Y | +140.9% | -8.9% | +149.8% | +134.3% |
| All | +140.9% | -9.1% | +150.0% | +134.3% |
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