+428.1%
WMT vs NOK
+144.6%
+283.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.8% | -3.5% | +1.1% |
| 7D | 0.0% | +11.0% | -11.0% | -0.6% |
| 30D | -7.4% | +7.8% | -15.3% | -7.9% |
| 3M | -10.9% | -21.0% | +10.1% | -9.8% |
| 6M | -12.7% | +40.9% | -53.6% | -15.9% |
| YTD | -3.2% | +72.0% | -75.2% | -8.3% |
| 1Y | +5.3% | +140.9% | -135.6% | -3.4% |
| 3Y | +101.9% | +194.3% | -92.4% | +81.3% |
| 5Y | +134.6% | +112.5% | +22.0% | +114.5% |
| All | +428.1% | +144.6% | +283.5% | +361.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling