-10.0%
DIS vs NOK
+134.9%
-144.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -0.8% |
| 7D | -3.5% | +9.3% | -12.9% | -3.2% |
| 30D | +1.0% | +17.9% | -16.9% | +1.6% |
| 3M | +5.7% | -22.3% | +28.0% | +5.4% |
| 6M | +3.3% | +36.4% | -33.1% | +1.8% |
| YTD | -7.7% | +66.3% | -74.0% | -9.1% |
| 1Y | -10.0% | +134.4% | -144.4% | -11.4% |
| All | -10.0% | +134.9% | -144.9% | -11.4% |
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