-22.5%
DIS vs ASX
+482.2%
-504.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.7% | +0.9% |
| 7D | +1.9% | +12.4% | -10.5% | -0.1% |
| 30D | +9.2% | -19.8% | +29.0% | +12.0% |
| 3M | +13.5% | -10.3% | +23.8% | +13.5% |
| 6M | +14.3% | +1.2% | +13.0% | +8.6% |
| YTD | +5.4% | +123.0% | -117.7% | -19.5% |
| 1Y | +12.2% | +145.4% | -133.3% | -16.7% |
| 3Y | +37.2% | +368.6% | -331.4% | -21.5% |
| All | -22.5% | +482.2% | -504.8% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling