+22.7%
DIS vs AGI
+388.9%
-366.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +1.7% |
| 7D | -1.3% | -5.3% | +4.0% | -1.0% |
| 30D | +2.2% | +6.8% | -4.5% | +1.9% |
| 3M | +8.1% | +8.3% | -0.2% | +7.6% |
| 6M | +5.2% | -29.2% | +34.5% | +6.4% |
| YTD | -6.3% | -7.3% | +1.0% | -6.3% |
| 1Y | -7.3% | +8.0% | -15.3% | -7.9% |
| 3Y | +33.8% | +206.6% | -172.8% | +27.0% |
| 5Y | -40.7% | +398.1% | -438.9% | -44.6% |
| All | +22.7% | +388.9% | -366.3% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling