-6.4%
NU vs NOK
+143.5%
-149.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.8% | -7.5% | -2.9% |
| 7D | -4.9% | +11.0% | -15.8% | -5.4% |
| 30D | +7.8% | +7.8% | 0.0% | +7.5% |
| 3M | +20.9% | -21.0% | +41.9% | +20.7% |
| 6M | +0.9% | +40.9% | -40.0% | -4.1% |
| YTD | -12.7% | +72.0% | -84.7% | -17.7% |
| 1Y | -6.4% | +140.9% | -147.3% | -17.0% |
| All | -6.4% | +143.5% | -149.9% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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