+1,660.6%
DIS vs C
+1,086.1%
+574.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.7% |
| 7D | +9.1% | +1.1% | +8.0% | +8.8% |
| 30D | +14.8% | -2.4% | +17.2% | +15.5% |
| 3M | +21.2% | -8.4% | +29.5% | +24.0% |
| 6M | +18.3% | +0.3% | +18.0% | +17.4% |
| YTD | +5.4% | +9.1% | -3.8% | +1.6% |
| 1Y | +8.3% | +26.0% | -17.8% | +0.1% |
| 3Y | +44.2% | +221.2% | -176.9% | +0.6% |
| 5Y | -28.0% | +120.4% | -148.4% | -44.2% |
| 10Y | +39.6% | +250.6% | -211.0% | -7.7% |
| All | +1,660.6% | +1,086.1% | +574.5% | +458.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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