+8.3%
DIS vs ASX
+144.4%
-136.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.9% | +8.1% | +4.0% |
| 7D | +9.1% | -14.6% | +23.7% | +8.4% |
| 30D | +14.8% | -21.1% | +35.9% | +13.9% |
| 3M | +21.2% | -3.1% | +24.2% | +21.2% |
| 6M | +18.3% | +17.4% | +0.9% | +16.5% |
| YTD | +5.4% | +135.3% | -130.0% | +1.1% |
| 1Y | +8.3% | +146.5% | -138.2% | +2.5% |
| All | +8.3% | +144.4% | -136.2% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling