+147.0%
NOK vs WWD
+148.2%
-1.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | +5.4% | +4.0% | +1.4% | +4.1% |
| 30D | -14.1% | +0.4% | -14.6% | -14.0% |
| 3M | -23.6% | -7.9% | -15.7% | -21.7% |
| 6M | -45.1% | -10.6% | -34.5% | -43.4% |
| YTD | +24.7% | +9.4% | +15.3% | +24.2% |
| 1Y | +19.0% | +25.7% | -6.7% | +15.5% |
| 3Y | +147.0% | +148.5% | -1.5% | +109.2% |
| All | +147.0% | +148.2% | -1.1% | +109.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling