+102.8%
NOK vs WU
-51.6%
+154.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +8.7% | -5.0% | +13.7% | +10.1% |
| 30D | +12.5% | -2.3% | +14.8% | +13.1% |
| 3M | -20.7% | -3.2% | -17.5% | -21.6% |
| 6M | +36.2% | -25.0% | +61.2% | +45.5% |
| YTD | +64.1% | -21.7% | +85.8% | +72.1% |
| 1Y | +132.4% | -9.0% | +141.3% | +131.7% |
| 3Y | +182.9% | -28.9% | +211.7% | +199.6% |
| 5Y | +102.8% | -51.0% | +153.8% | +129.3% |
| All | +102.8% | -51.6% | +154.4% | +129.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling