+34.2%
DIS vs DAR
+268.8%
-234.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +5.2% | -9.9% | +15.2% | +8.2% |
| 30D | +11.5% | -16.4% | +27.8% | +16.7% |
| 3M | +11.5% | -17.1% | +28.6% | +16.4% |
| 6M | +8.9% | -20.5% | +29.3% | +14.4% |
| YTD | +3.4% | +39.4% | -36.0% | -8.6% |
| 1Y | +7.2% | +57.2% | -50.0% | -8.8% |
| 3Y | +43.3% | +13.9% | +29.5% | +27.4% |
| 5Y | -31.4% | -40.8% | +9.4% | -26.1% |
| All | +34.2% | +268.8% | -234.6% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling