+98.1%
NU vs NOK
+195.7%
-97.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.8% | -7.5% | -3.3% |
| 7D | -4.9% | +11.0% | -15.8% | -6.3% |
| 30D | +7.8% | +7.8% | 0.0% | +6.6% |
| 3M | +20.9% | -21.0% | +41.9% | +23.8% |
| 6M | +0.9% | +40.9% | -40.0% | -9.5% |
| YTD | -12.7% | +72.0% | -84.7% | -25.2% |
| 1Y | -6.4% | +140.9% | -147.3% | -28.6% |
| 3Y | +98.1% | +194.3% | -96.2% | +49.7% |
| All | +98.1% | +195.7% | -97.6% | +49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling