+39.3%
DIS vs DAR
+20.8%
+18.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.2% |
| 7D | +4.4% | -3.8% | +8.2% | +4.8% |
| 30D | +10.3% | -14.4% | +24.7% | +11.9% |
| 3M | +15.5% | -17.9% | +33.5% | +17.4% |
| 6M | +11.2% | -18.3% | +29.5% | +13.0% |
| YTD | +5.6% | +43.2% | -37.7% | -1.7% |
| 1Y | +7.7% | +57.7% | -50.0% | -1.2% |
| 3Y | +39.3% | +22.7% | +16.6% | +28.3% |
| All | +39.3% | +20.8% | +18.5% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling