+13.1%
DIS vs ACI
+32.1%
-19.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.7% | +0.4% |
| 7D | +0.6% | -5.3% | +5.9% | +0.9% |
| 30D | +10.3% | +5.0% | +5.3% | +10.0% |
| 3M | +15.6% | +7.5% | +8.0% | +15.0% |
| 6M | +15.1% | -16.0% | +31.1% | +15.7% |
| YTD | +6.0% | -20.6% | +26.6% | +6.7% |
| 1Y | +5.7% | -23.5% | +29.2% | +6.6% |
| 3Y | +39.8% | -32.1% | +71.9% | +41.5% |
| 5Y | -23.9% | -42.5% | +18.6% | -23.6% |
| All | +13.1% | +32.1% | -19.0% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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