+5.7%
DIS vs BEN
+68.9%
-63.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | +0.6% | +7.2% | -6.6% | -1.4% |
| 30D | +10.3% | +14.1% | -3.8% | +6.2% |
| 3M | +15.6% | +9.9% | +5.6% | +12.3% |
| 6M | +15.1% | +17.4% | -2.3% | +8.6% |
| YTD | +6.0% | +57.3% | -51.3% | -13.1% |
| 1Y | +5.7% | +66.9% | -61.3% | -17.0% |
| All | +5.7% | +68.9% | -63.2% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling