+1,455.0%
DIS vs BNY
+8,076.8%
-6,621.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | -1.1% | +1.5% | -2.5% | -1.6% |
| 30D | +0.1% | +3.3% | -3.2% | -1.1% |
| 3M | +7.1% | +15.3% | -8.2% | +1.3% |
| 6M | +4.3% | +42.5% | -38.2% | -8.8% |
| YTD | -6.9% | +42.0% | -49.0% | -18.6% |
| 1Y | -10.3% | +59.3% | -69.6% | -24.9% |
| 3Y | +32.8% | +291.2% | -258.4% | -19.9% |
| 5Y | -41.5% | +252.1% | -293.5% | -63.6% |
| 10Y | +21.2% | +407.1% | -385.9% | -35.5% |
| All | +1,455.0% | +8,076.8% | -6,621.8% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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