+417.4%
WDC vs NOK
+123.4%
+294.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.7% | +3.2% | +4.6% |
| 7D | +1.7% | -1.8% | +3.5% | +2.6% |
| 30D | -10.0% | +4.7% | -14.7% | -11.5% |
| 3M | -18.8% | -39.7% | +20.9% | -4.1% |
| 6M | +79.0% | +23.1% | +56.0% | +90.3% |
| YTD | +171.6% | +55.0% | +116.5% | +188.0% |
| 1Y | +417.4% | +118.0% | +299.3% | +443.0% |
| All | +417.4% | +123.4% | +294.0% | +443.0% |
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 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