+32.9%
DIS vs NOK
+131.9%
-99.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.1% |
| 7D | +0.6% | +2.2% | -1.6% | +0.2% |
| 30D | +10.3% | -14.7% | +25.0% | +12.2% |
| 3M | +15.6% | -10.6% | +26.2% | +15.9% |
| 6M | +15.1% | -39.4% | +54.5% | +20.8% |
| YTD | +6.0% | +30.4% | -24.5% | -4.3% |
| 1Y | +5.7% | +22.3% | -16.6% | -3.4% |
| 3Y | +39.8% | +157.6% | -117.8% | +8.0% |
| 5Y | -23.9% | +64.6% | -88.4% | -36.6% |
| 10Y | +32.9% | +132.5% | -99.5% | -5.8% |
| All | +32.9% | +131.9% | -99.0% | -5.8% |
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 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