+140.9%
NOK vs WWD
+41.6%
+99.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.4% | +3.4% | +4.4% |
| 7D | +11.0% | -2.6% | +13.6% | +11.8% |
| 30D | +7.8% | -6.9% | +14.8% | +10.1% |
| 3M | -21.0% | -13.0% | -8.0% | -17.7% |
| 6M | +40.9% | -12.5% | +53.3% | +46.1% |
| YTD | +72.0% | +11.8% | +60.2% | +73.4% |
| 1Y | +140.9% | +41.1% | +99.9% | +133.8% |
| All | +140.9% | +41.6% | +99.4% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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