+1,574.6%
BE vs DIS
+33.4%
+1,541.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +8.3% |
| 7D | +20.0% | -2.6% | +22.6% | +21.5% |
| 30D | +7.9% | +3.5% | +4.4% | +5.3% |
| 3M | -13.2% | +6.8% | -20.0% | -17.9% |
| 6M | +53.5% | +3.0% | +50.5% | +47.8% |
| YTD | +191.0% | -6.7% | +197.7% | +196.8% |
| 1Y | +360.5% | -10.1% | +370.6% | +383.7% |
| All | +1,574.6% | +33.4% | +1,541.2% | +1,131.0% |
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