+313.0%
DIS vs ACWI
+356.8%
-43.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | +0.5% | -3.1% | -3.1% |
| 30D | +3.5% | +0.9% | +2.6% | +2.6% |
| 3M | +6.8% | +2.4% | +4.4% | +3.8% |
| 6M | +3.0% | +12.4% | -9.4% | -8.9% |
| YTD | -6.7% | +15.2% | -21.9% | -19.6% |
| 1Y | -10.1% | +22.7% | -32.8% | -27.4% |
| 3Y | +33.0% | +75.8% | -42.7% | -25.4% |
| 5Y | -40.0% | +67.7% | -107.7% | -64.3% |
| 10Y | +21.1% | +229.0% | -207.9% | -62.8% |
| All | +313.0% | +356.8% | -43.8% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling