+39.3%
DIS vs ASX
+381.9%
-342.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.1% |
| 7D | +4.4% | -9.1% | +13.5% | +4.9% |
| 30D | +10.3% | -23.6% | +33.9% | +12.0% |
| 3M | +15.5% | -5.6% | +21.1% | +14.9% |
| 6M | +11.2% | +4.7% | +6.5% | +7.3% |
| YTD | +5.6% | +122.6% | -117.0% | -11.2% |
| 1Y | +7.7% | +133.0% | -125.3% | -10.3% |
| 3Y | +39.3% | +367.1% | -327.8% | -7.2% |
| All | +39.3% | +381.9% | -342.6% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling