+1,067.5%
DIS vs NOK
+1,298.0%
-230.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.8% | -4.8% | +0.7% |
| 7D | +5.3% | -1.4% | +6.8% | +5.5% |
| 30D | +10.2% | -21.0% | +31.3% | +14.7% |
| 3M | +13.5% | -12.6% | +26.2% | +14.7% |
| 6M | +11.1% | -36.2% | +47.3% | +17.0% |
| YTD | +5.5% | +26.4% | -20.9% | -5.0% |
| 1Y | +9.1% | +19.6% | -10.5% | -0.7% |
| 3Y | +36.0% | +152.6% | -116.6% | +2.7% |
| 5Y | -29.8% | +57.3% | -87.1% | -41.6% |
| 10Y | +36.6% | +123.8% | -87.2% | -4.9% |
| All | +1,067.5% | +1,298.0% | -230.5% | +493.4% |
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 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