+17.5%
SPY vs NOK
+131.4%
-113.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.5% |
| 7D | -2.0% | +8.7% | -10.7% | -2.6% |
| 30D | -1.7% | +12.5% | -14.2% | -2.6% |
| 3M | +4.7% | -20.7% | +25.5% | +6.1% |
| 6M | +12.5% | +36.2% | -23.6% | +9.6% |
| YTD | +11.7% | +64.1% | -52.4% | +7.8% |
| 1Y | +17.5% | +132.4% | -114.9% | +13.9% |
| All | +17.5% | +131.4% | -113.9% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling