+7.0%
WMT vs NOK
+123.4%
-116.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.8% | -1.1% |
| 7D | +3.9% | -1.8% | +5.7% | +3.9% |
| 30D | -4.4% | +4.7% | -9.1% | -4.2% |
| 3M | -8.8% | -39.7% | +30.9% | -9.9% |
| 6M | -15.6% | +23.1% | -38.7% | -16.4% |
| YTD | -3.2% | +55.0% | -58.2% | -3.5% |
| 1Y | +7.0% | +118.0% | -111.0% | +2.3% |
| All | +7.0% | +123.4% | -116.3% | +2.3% |
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