+22.0%
DIS vs DAR
+355.9%
-333.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.5% |
| 7D | -2.6% | +1.4% | -3.9% | -3.0% |
| 30D | +3.5% | +12.8% | -9.3% | -0.2% |
| 3M | +6.8% | +7.4% | -0.5% | +3.9% |
| 6M | +3.0% | +22.3% | -19.3% | -4.1% |
| YTD | -6.7% | +81.1% | -87.8% | -22.9% |
| 1Y | -10.1% | +106.5% | -116.6% | -29.2% |
| 3Y | +33.0% | +5.3% | +27.7% | +24.0% |
| 5Y | -40.0% | -11.5% | -28.4% | -42.6% |
| All | +22.0% | +355.9% | -333.9% | -33.0% |
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