+34.2%
DIS vs ASX
+754.3%
-720.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.6% |
| 7D | +5.2% | -19.9% | +25.2% | +9.2% |
| 30D | +11.5% | -30.9% | +42.3% | +18.3% |
| 3M | +11.5% | -15.1% | +26.6% | +12.7% |
| 6M | +8.9% | -6.5% | +15.3% | +4.7% |
| YTD | +3.4% | +98.4% | -95.0% | -18.5% |
| 1Y | +7.2% | +107.9% | -100.7% | -16.6% |
| 3Y | +43.3% | +325.3% | -282.0% | -11.7% |
| 5Y | -31.4% | +447.3% | -478.7% | -61.7% |
| All | +34.2% | +754.3% | -720.1% | -37.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling