+36.3%
DIS vs NOK
+124.2%
-87.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +4.4% | -2.7% | +7.1% | +4.7% |
| 30D | +10.3% | -20.4% | +30.7% | +13.3% |
| 3M | +15.5% | -9.6% | +25.2% | +15.7% |
| 6M | +11.2% | -35.6% | +46.9% | +15.2% |
| YTD | +5.6% | +27.5% | -21.9% | -4.3% |
| 1Y | +7.7% | +18.4% | -10.6% | -1.0% |
| 3Y | +39.3% | +151.8% | -112.5% | +8.0% |
| 5Y | -29.5% | +61.1% | -90.6% | -41.1% |
| 10Y | +36.3% | +123.7% | -87.4% | -2.1% |
| All | +36.3% | +124.2% | -87.9% | -2.1% |
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