+32.9%
XLV vs NOK
+19.5%
+13.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.0% |
| 7D | +5.5% | -10.4% | +15.9% | +5.1% |
| 30D | +13.3% | -19.0% | +32.3% | +12.5% |
| 3M | +17.4% | -16.7% | +34.2% | +16.8% |
| 6M | +32.1% | -37.1% | +69.3% | +30.2% |
| YTD | +24.0% | +27.7% | -3.6% | +15.7% |
| 1Y | +32.9% | +21.3% | +11.6% | +24.6% |
| All | +32.9% | +19.5% | +13.4% | +24.6% |
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