+9,018.0%
TXN vs NOK
+1,738.9%
+7,279.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.6% |
| 7D | +2.7% | +9.3% | -6.7% | -0.9% |
| 30D | -6.7% | +17.9% | -24.6% | -12.8% |
| 3M | -8.9% | -22.3% | +13.4% | -0.5% |
| 6M | +34.7% | +36.4% | -1.7% | +16.1% |
| YTD | +53.3% | +66.3% | -13.0% | +21.1% |
| 1Y | +45.0% | +134.4% | -89.4% | -2.3% |
| 3Y | +73.1% | +186.6% | -113.5% | +4.2% |
| 5Y | +59.9% | +102.7% | -42.8% | +8.5% |
| 10Y | +415.7% | +129.8% | +285.9% | +170.1% |
| All | +9,018.0% | +1,738.9% | +7,279.2% | +1,319.0% |
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