-28.1%
BE vs DIS
+13.5%
-41.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -4.3% |
| 7D | +20.5% | +0.9% | +19.7% | +21.0% |
| 30D | -23.4% | +8.9% | -32.2% | -18.4% |
| 3M | -14.9% | +14.5% | -29.4% | -5.6% |
| 6M | -28.1% | +12.2% | -40.3% | -10.1% |
| All | -28.1% | +13.5% | -41.5% | -10.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling