+1,016.8%
DIS vs ALL
+3,771.7%
-2,754.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | +5.7% | +4.2% | +1.5% | +4.1% |
| 30D | +12.7% | +18.9% | -6.2% | +5.6% |
| 3M | +15.2% | +1.2% | +14.0% | +14.4% |
| 6M | +17.6% | +23.2% | -5.7% | +8.0% |
| YTD | +3.8% | +30.0% | -26.2% | -6.9% |
| 1Y | +6.8% | +39.6% | -32.8% | -6.9% |
| 3Y | +42.1% | +115.2% | -73.1% | +3.5% |
| 5Y | -31.2% | +156.2% | -187.4% | -54.1% |
| 10Y | +37.6% | +398.0% | -360.4% | -29.5% |
| All | +1,016.8% | +3,771.7% | -2,754.9% | +224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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