+31.9%
DIS vs ADI
+631.6%
-599.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.6% |
| 7D | +1.9% | +9.5% | -7.6% | -1.5% |
| 30D | +9.2% | -1.4% | +10.5% | +8.8% |
| 3M | +13.5% | +4.7% | +8.8% | +10.2% |
| 6M | +14.3% | -7.4% | +21.7% | +14.5% |
| YTD | +5.4% | +48.1% | -42.7% | -13.5% |
| 1Y | +12.2% | +69.6% | -57.5% | -13.1% |
| 3Y | +37.2% | +144.4% | -107.2% | -12.3% |
| 5Y | -23.1% | +134.1% | -157.3% | -51.1% |
| All | +31.9% | +631.6% | -599.8% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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