+34.2%
DIS vs ADI
+577.6%
-543.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | +5.2% | -12.8% | +18.1% | +10.2% |
| 30D | +11.5% | -11.3% | +22.8% | +15.6% |
| 3M | +11.5% | -3.4% | +14.9% | +11.5% |
| 6M | +8.9% | -12.0% | +20.9% | +11.0% |
| YTD | +3.4% | +35.3% | -31.8% | -12.1% |
| 1Y | +7.2% | +58.1% | -50.9% | -14.7% |
| 3Y | +43.3% | +127.4% | -84.0% | -6.0% |
| 5Y | -31.4% | +114.6% | -146.0% | -54.9% |
| All | +34.2% | +577.6% | -543.4% | -38.7% |
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