+85.4%
BE vs DIS
+10.8%
+74.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -4.7% |
| 7D | +10.8% | +1.9% | +8.9% | +11.4% |
| 30D | -19.8% | +9.2% | -28.9% | -17.0% |
| 3M | -18.7% | +13.5% | -32.2% | -14.6% |
| 6M | -33.7% | +14.3% | -48.0% | -28.3% |
| YTD | +121.0% | +5.4% | +115.6% | +124.6% |
| 1Y | +85.4% | +12.2% | +73.3% | +102.6% |
| All | +85.4% | +10.8% | +74.6% | +102.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling