+57.0%
T vs NOK
+61.7%
-4.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.4% |
| 7D | +1.6% | +11.0% | -9.3% | +1.7% |
| 30D | -2.9% | -16.0% | +13.1% | -2.8% |
| 3M | -7.5% | -19.8% | +12.3% | -7.4% |
| 6M | -9.9% | -37.1% | +27.2% | -9.3% |
| YTD | -6.4% | +28.0% | -34.4% | -11.0% |
| 1Y | -9.4% | +17.9% | -27.4% | -13.2% |
| 3Y | +64.9% | +152.7% | -87.9% | +41.2% |
| 5Y | +57.0% | +62.3% | -5.3% | +40.4% |
| All | +57.0% | +61.7% | -4.8% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling