+17.6%
DIS vs ASX
-9.2%
+26.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -20.8% | +19.3% | -2.7% |
| 7D | +5.7% | -33.3% | +39.0% | +3.1% |
| 30D | +12.7% | -36.5% | +49.1% | +9.8% |
| 3M | +15.2% | -19.2% | +34.4% | +14.4% |
| 6M | +17.6% | -10.2% | +27.8% | +15.5% |
| All | +17.6% | -9.2% | +26.8% | +15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling