+932.1%
DIS vs NOK
+1,614.1%
-682.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.4% | -2.3% |
| 7D | -2.6% | -1.8% | -0.8% | -2.3% |
| 30D | +3.5% | +4.7% | -1.2% | +2.3% |
| 3M | +6.8% | -39.7% | +46.5% | +16.4% |
| 6M | +3.0% | +23.1% | -20.1% | -4.7% |
| YTD | -6.7% | +55.0% | -61.7% | -18.2% |
| 1Y | -10.1% | +118.0% | -128.1% | -27.5% |
| 3Y | +33.0% | +170.5% | -137.4% | +0.7% |
| 5Y | -40.0% | +84.9% | -124.9% | -51.0% |
| 10Y | +21.1% | +112.0% | -90.9% | -13.4% |
| All | +932.1% | +1,614.1% | -682.0% | +410.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling