+311.2%
SPY vs NOK
+133.4%
+177.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -2.0% | +8.7% | -10.7% | -3.5% |
| 30D | -1.7% | +12.5% | -14.2% | -3.9% |
| 3M | +4.7% | -20.7% | +25.5% | +8.3% |
| 6M | +12.5% | +36.2% | -23.6% | +3.6% |
| YTD | +11.7% | +64.1% | -52.4% | -1.0% |
| 1Y | +17.5% | +132.4% | -114.9% | -3.9% |
| 3Y | +76.6% | +182.9% | -106.3% | +36.7% |
| 5Y | +82.0% | +102.8% | -20.8% | +48.9% |
| All | +311.2% | +133.4% | +177.9% | +193.6% |
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