+33.8%
DIS vs D
+58.5%
-24.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.7% |
| 7D | -2.6% | +1.5% | -4.0% | -2.8% |
| 30D | +3.5% | -2.6% | +6.1% | +3.9% |
| 3M | +6.8% | 0.0% | +6.8% | +6.8% |
| 6M | +3.0% | +7.4% | -4.4% | +1.5% |
| YTD | -6.7% | +15.9% | -22.6% | -9.5% |
| 1Y | -10.1% | +18.1% | -28.2% | -13.2% |
| All | +33.8% | +58.5% | -24.7% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling