+1,647.6%
BE vs DIS
+39.1%
+1,608.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.4% | -4.4% |
| 7D | -13.4% | +4.4% | -17.8% | -15.0% |
| 30D | -33.9% | +10.3% | -44.2% | -37.0% |
| 3M | -12.0% | +15.5% | -27.5% | -18.5% |
| 6M | -29.0% | +11.2% | -40.2% | -33.3% |
| YTD | +113.4% | +5.6% | +107.8% | +104.6% |
| 1Y | +33.2% | +7.7% | +25.4% | +26.5% |
| All | +1,647.6% | +39.1% | +1,608.5% | +1,309.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling