+22.3%
DIS vs NOK
+127.4%
-105.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -1.0% |
| 7D | -3.5% | +9.3% | -12.9% | -4.8% |
| 30D | +1.0% | +17.9% | -16.9% | -1.7% |
| 3M | +5.7% | -22.3% | +28.0% | +8.8% |
| 6M | +3.3% | +36.4% | -33.1% | -5.1% |
| YTD | -7.7% | +66.3% | -74.0% | -18.6% |
| 1Y | -10.0% | +134.4% | -144.4% | -26.4% |
| 3Y | +31.7% | +186.6% | -154.9% | +2.2% |
| 5Y | -42.2% | +102.7% | -144.9% | -52.7% |
| 10Y | +22.3% | +129.8% | -107.5% | -13.7% |
| All | +22.3% | +127.4% | -105.1% | -13.7% |
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