+1,564.8%
QQQ vs NOK
+19.1%
+1,545.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | +1.0% | +9.3% | -8.4% | -1.8% |
| 30D | -0.6% | +17.9% | -18.5% | -5.9% |
| 3M | +1.3% | -22.3% | +23.6% | +8.2% |
| 6M | +18.1% | +36.4% | -18.2% | +3.5% |
| YTD | +16.9% | +66.3% | -49.4% | -4.3% |
| 1Y | +24.0% | +134.4% | -110.4% | -10.5% |
| 3Y | +95.6% | +186.6% | -91.0% | +28.8% |
| 5Y | +94.5% | +102.7% | -8.2% | +41.8% |
| 10Y | +571.7% | +129.8% | +441.9% | +302.4% |
| All | +1,564.8% | +19.1% | +1,545.7% | +640.3% |
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