+34.8%
DIS vs NOK
+168.5%
-133.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.4% | -1.8% |
| 7D | -2.6% | -1.8% | -0.8% | -2.5% |
| 30D | +3.5% | +4.7% | -1.2% | +3.2% |
| 3M | +6.8% | -39.7% | +46.5% | +10.3% |
| 6M | +3.0% | +23.1% | -20.1% | -2.5% |
| YTD | -6.7% | +55.0% | -61.7% | -14.5% |
| 1Y | -10.1% | +118.0% | -128.1% | -23.4% |
| All | +34.8% | +168.5% | -133.7% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling