+5.3%
WMT vs NOK
+143.5%
-138.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.8% | -3.5% | +1.5% |
| 7D | 0.0% | +11.0% | -11.0% | +0.5% |
| 30D | -7.4% | +7.8% | -15.3% | -7.1% |
| 3M | -10.9% | -21.0% | +10.1% | -11.2% |
| 6M | -12.7% | +40.9% | -53.6% | -12.8% |
| YTD | -3.2% | +72.0% | -75.2% | -2.8% |
| 1Y | +5.3% | +140.9% | -135.6% | +3.3% |
| All | +5.3% | +143.5% | -138.3% | +3.3% |
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