+1,376.8%
BAC vs DIS
+1,507.4%
-130.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | +0.9% |
| 7D | +1.1% | -2.6% | +3.7% | +2.5% |
| 30D | -0.4% | +3.5% | -3.9% | -2.5% |
| 3M | +16.9% | +6.8% | +10.1% | +11.9% |
| 6M | +26.6% | +3.0% | +23.6% | +23.2% |
| YTD | +15.8% | -6.7% | +22.5% | +18.3% |
| 1Y | +27.2% | -10.1% | +37.2% | +32.1% |
| 3Y | +132.4% | +33.0% | +99.4% | +87.9% |
| 5Y | +72.6% | -40.0% | +112.6% | +111.6% |
| 10Y | +389.7% | +21.1% | +368.7% | +294.6% |
| All | +1,376.8% | +1,507.4% | -130.6% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded DIS 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling