+36.3%
DIS vs AAL
-65.8%
+102.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | +4.4% | +10.1% | -5.7% | +1.9% |
| 30D | +10.3% | +10.6% | -0.3% | +7.4% |
| 3M | +15.5% | -5.9% | +21.5% | +16.8% |
| 6M | +11.2% | +5.7% | +5.5% | +8.3% |
| YTD | +5.6% | -8.0% | +13.5% | +5.5% |
| 1Y | +7.7% | +6.0% | +1.7% | +3.7% |
| 3Y | +39.3% | +19.6% | +19.7% | +23.6% |
| 5Y | -29.5% | -34.6% | +5.1% | -29.9% |
| 10Y | +36.3% | -65.5% | +101.7% | +30.8% |
| All | +36.3% | -65.8% | +102.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 10y: compounded portfolio wealth divided by compounded AAL 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…
10y analysis · Full analysis span regression · 6 months rolling