+1,660.6%
DIS vs BA
+1,560.1%
+100.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.0% | +3.4% |
| 7D | +9.1% | +5.9% | +3.2% | +6.9% |
| 30D | +14.8% | -8.2% | +23.0% | +17.9% |
| 3M | +21.2% | -25.4% | +46.5% | +33.5% |
| 6M | +18.3% | -20.0% | +38.3% | +26.4% |
| YTD | +5.4% | -18.5% | +23.8% | +11.0% |
| 1Y | +8.3% | -10.6% | +18.9% | +10.0% |
| 3Y | +44.2% | -9.3% | +53.5% | +39.7% |
| 5Y | -28.0% | -16.9% | -11.0% | -30.2% |
| 10Y | +39.6% | +37.9% | +1.8% | -4.3% |
| All | +1,660.6% | +1,560.1% | +100.5% | +360.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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