+366.0%
WDC vs NOK
+143.5%
+222.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.8% | -7.8% | -5.2% |
| 7D | -4.3% | +11.0% | -15.3% | -8.9% |
| 30D | -1.5% | +7.8% | -9.3% | -4.7% |
| 3M | -15.5% | -21.0% | +5.5% | -9.0% |
| 6M | +66.5% | +40.9% | +25.6% | +68.2% |
| YTD | +159.9% | +72.0% | +87.8% | +162.3% |
| 1Y | +366.0% | +140.9% | +225.0% | +380.4% |
| All | +366.0% | +143.5% | +222.4% | +380.4% |
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 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