+957.1%
WDC vs NOK
+99.4%
+857.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -3.8% |
| 7D | +4.4% | +8.7% | -4.3% | +0.3% |
| 30D | +5.3% | +12.5% | -7.2% | -0.3% |
| 3M | -5.9% | -20.7% | +14.8% | +4.8% |
| 6M | +73.2% | +36.2% | +37.1% | +55.1% |
| YTD | +167.8% | +64.1% | +103.7% | +121.2% |
| 1Y | +386.0% | +132.4% | +253.6% | +230.6% |
| 3Y | +1,309.7% | +182.9% | +1,126.8% | +747.0% |
| 5Y | +957.1% | +102.8% | +854.3% | +660.4% |
| All | +957.1% | +99.4% | +857.7% | +660.4% |
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