-22.5%
DIS vs BEN
+28.2%
-50.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +1.9% | +6.8% | -4.9% | -1.1% |
| 30D | +9.2% | +18.0% | -8.8% | +1.2% |
| 3M | +13.5% | +7.5% | +6.1% | +9.5% |
| 6M | +14.3% | +14.7% | -0.4% | +6.3% |
| YTD | +5.4% | +56.1% | -50.7% | -15.8% |
| 1Y | +12.2% | +69.6% | -57.4% | -14.0% |
| 3Y | +37.2% | +87.7% | -50.5% | -5.2% |
| All | -22.5% | +28.2% | -50.8% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling