+2,941.1%
SHOP vs NOK
+133.4%
+2,807.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.2% |
| 7D | -13.2% | +8.7% | -21.9% | -15.5% |
| 30D | -17.0% | +12.5% | -29.5% | -20.2% |
| 3M | +17.0% | -20.7% | +37.8% | +22.8% |
| 6M | -2.1% | +36.2% | -38.3% | -17.1% |
| YTD | -21.4% | +64.1% | -85.5% | -38.1% |
| 1Y | -11.0% | +132.4% | -143.4% | -39.1% |
| 3Y | +100.9% | +182.9% | -81.9% | +26.4% |
| 5Y | -14.7% | +102.8% | -117.5% | -39.8% |
| All | +2,941.1% | +133.4% | +2,807.7% | +1,675.6% |
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