+12,060.6%
WDC vs NOK
+1,720.1%
+10,340.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.2% | -4.0% | -0.1% |
| 7D | +6.0% | +7.3% | -1.3% | +3.4% |
| 30D | +9.9% | +13.8% | -3.8% | +5.0% |
| 3M | -9.4% | -27.0% | +17.6% | +2.1% |
| 6M | +94.7% | +37.6% | +57.1% | +74.9% |
| YTD | +177.4% | +64.6% | +112.8% | +132.4% |
| 1Y | +412.6% | +132.0% | +280.6% | +273.6% |
| 3Y | +1,359.8% | +183.7% | +1,176.1% | +868.6% |
| 5Y | +992.6% | +101.3% | +891.3% | +715.5% |
| 10Y | +1,245.5% | +122.4% | +1,123.1% | +752.8% |
| All | +12,060.6% | +1,720.1% | +10,340.5% | +2,504.1% |
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