+558.6%
QQQ vs NOK
+144.6%
+414.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.8% | -3.9% | -0.2% |
| 7D | -0.6% | +11.0% | -11.5% | -2.9% |
| 30D | -1.2% | +7.8% | -9.1% | -2.9% |
| 3M | -0.2% | -21.0% | +20.8% | +4.1% |
| 6M | +17.9% | +40.9% | -23.0% | +6.9% |
| YTD | +16.6% | +72.0% | -55.4% | +0.8% |
| 1Y | +23.0% | +140.9% | -117.9% | -2.8% |
| 3Y | +92.9% | +194.3% | -101.3% | +43.1% |
| 5Y | +95.6% | +112.5% | -16.9% | +54.8% |
| All | +558.6% | +144.6% | +414.0% | +355.9% |
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