+8.3%
DIS vs NOK
+19.5%
-11.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.0% |
| 7D | +9.1% | -10.4% | +19.5% | +8.4% |
| 30D | +14.8% | -19.0% | +33.8% | +13.6% |
| 3M | +21.2% | -16.7% | +37.9% | +20.2% |
| 6M | +18.3% | -37.1% | +55.5% | +16.5% |
| YTD | +5.4% | +27.7% | -22.3% | -1.3% |
| 1Y | +8.3% | +21.3% | -13.0% | +2.8% |
| All | +8.3% | +19.5% | -11.3% | +2.8% |
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