+36.2%
QCOM vs NOK
+98.3%
-62.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.2% | -3.0% | +0.8% |
| 7D | +5.1% | +7.3% | -2.2% | +2.2% |
| 30D | +4.3% | +13.8% | -9.5% | -1.1% |
| 3M | -19.6% | -27.0% | +7.4% | -10.1% |
| 6M | +29.5% | +37.6% | -8.1% | +15.4% |
| YTD | +3.4% | +64.6% | -61.2% | -14.4% |
| 1Y | +10.9% | +132.0% | -121.1% | -23.6% |
| 3Y | +74.8% | +183.7% | -108.9% | +5.8% |
| 5Y | +36.2% | +101.3% | -65.1% | +2.4% |
| All | +36.2% | +98.3% | -62.1% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling