+272.2%
QCOM vs NOK
+133.4%
+138.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | +4.9% | +8.7% | -3.8% | +2.5% |
| 30D | +9.3% | +12.5% | -3.2% | +5.5% |
| 3M | -7.0% | -20.7% | +13.8% | -1.4% |
| 6M | +32.0% | +36.2% | -4.1% | +21.8% |
| YTD | +5.0% | +64.1% | -59.1% | -8.1% |
| 1Y | +13.6% | +132.4% | -118.8% | -11.1% |
| 3Y | +77.6% | +182.9% | -105.3% | +29.6% |
| 5Y | +38.2% | +102.8% | -64.6% | +9.4% |
| All | +272.2% | +133.4% | +138.8% | +149.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling