+1,394.6%
WDC vs NOK
+185.9%
+1,208.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.6% |
| 7D | +7.5% | +9.3% | -1.9% | +3.6% |
| 30D | +10.1% | +17.9% | -7.8% | +3.1% |
| 3M | -6.8% | -22.3% | +15.5% | +1.9% |
| 6M | +84.1% | +36.4% | +47.8% | +75.8% |
| YTD | +180.3% | +66.3% | +113.9% | +155.5% |
| 1Y | +411.1% | +134.4% | +276.7% | +312.4% |
| All | +1,394.6% | +185.9% | +1,208.7% | +1,082.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling