+45.2%
NU vs NOK
+102.0%
-56.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.5% |
| 7D | -2.6% | +9.3% | -11.9% | -5.3% |
| 30D | +8.2% | +17.9% | -9.6% | +2.7% |
| 3M | +26.3% | -22.3% | +48.6% | +34.3% |
| 6M | +2.2% | +36.4% | -34.1% | -16.5% |
| YTD | -10.4% | +66.3% | -76.7% | -33.3% |
| 1Y | -3.0% | +134.4% | -137.4% | -41.7% |
| 3Y | +120.3% | +186.6% | -66.3% | +13.8% |
| All | +45.2% | +102.0% | -56.8% | +6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling