+31.9%
DIS vs NOK
+127.4%
-95.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.2% | +1.0% |
| 7D | +1.9% | +5.4% | -3.5% | +1.2% |
| 30D | +9.2% | -14.1% | +23.3% | +10.9% |
| 3M | +13.5% | -23.6% | +37.1% | +16.6% |
| 6M | +14.3% | -45.1% | +59.4% | +22.0% |
| YTD | +5.4% | +24.7% | -19.4% | -4.3% |
| 1Y | +12.2% | +19.0% | -6.9% | +2.7% |
| 3Y | +37.2% | +147.0% | -109.8% | +6.6% |
| 5Y | -23.1% | +58.2% | -81.3% | -35.6% |
| All | +31.9% | +127.4% | -95.6% | -6.2% |
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