+295.6%
DIS vs ASX
+2,764.3%
-2,468.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -20.8% | +19.3% | +2.9% |
| 7D | +5.7% | -33.3% | +39.0% | +14.2% |
| 30D | +12.7% | -36.5% | +49.1% | +22.4% |
| 3M | +15.2% | -19.2% | +34.4% | +18.0% |
| 6M | +17.6% | -10.2% | +27.8% | +14.8% |
| YTD | +3.8% | +86.5% | -82.6% | -14.9% |
| 1Y | +6.8% | +89.6% | -82.8% | -13.0% |
| 3Y | +42.1% | +298.6% | -256.5% | -5.4% |
| 5Y | -31.2% | +414.3% | -445.4% | -57.6% |
| 10Y | +37.6% | +711.1% | -673.5% | -27.9% |
| All | +295.6% | +2,764.3% | -2,468.7% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling