-41.5%
DIS vs NOK
+98.3%
-139.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.2% | -6.4% | -1.3% |
| 7D | -1.1% | +7.3% | -8.3% | -2.3% |
| 30D | +0.1% | +13.8% | -13.6% | -2.3% |
| 3M | +7.1% | -27.0% | +34.1% | +12.6% |
| 6M | +4.3% | +37.6% | -33.3% | -8.8% |
| YTD | -6.9% | +64.6% | -71.6% | -23.2% |
| 1Y | -10.3% | +132.0% | -142.3% | -35.4% |
| 3Y | +32.8% | +183.7% | -150.8% | -13.7% |
| 5Y | -41.5% | +101.3% | -142.8% | -57.2% |
| All | -41.5% | +98.3% | -139.7% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling