+43.9%
DIS vs ASX
+298.6%
-254.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -20.8% | +19.3% | -0.1% |
| 7D | +5.7% | -33.3% | +39.0% | +8.3% |
| 30D | +12.7% | -36.5% | +49.1% | +15.8% |
| 3M | +15.2% | -19.2% | +34.4% | +15.7% |
| 6M | +17.6% | -10.2% | +27.8% | +14.5% |
| YTD | +3.8% | +86.5% | -82.6% | -11.1% |
| 1Y | +6.8% | +89.6% | -82.8% | -9.0% |
| All | +43.9% | +298.6% | -254.7% | +5.7% |
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