+194.3%
NOK vs WU
-28.7%
+223.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +4.7% |
| 7D | +11.0% | -3.5% | +14.4% | +11.7% |
| 30D | +7.8% | -2.9% | +10.8% | +8.4% |
| 3M | -21.0% | -2.3% | -18.7% | -22.3% |
| 6M | +40.9% | -25.4% | +66.3% | +48.9% |
| YTD | +72.0% | -21.2% | +93.2% | +78.0% |
| 1Y | +140.9% | -8.9% | +149.8% | +138.8% |
| 3Y | +194.3% | -29.0% | +223.2% | +201.7% |
| All | +194.3% | -28.7% | +223.0% | +201.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling