+330.5%
DIS vs DIA
+1,144.9%
-814.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -2.6% | -0.2% | -2.4% | -2.4% |
| 30D | +3.5% | -1.5% | +5.0% | +5.2% |
| 3M | +6.8% | +3.8% | +3.1% | +2.5% |
| 6M | +3.0% | +10.3% | -7.3% | -7.5% |
| YTD | -6.7% | +12.1% | -18.8% | -17.7% |
| 1Y | -10.1% | +18.6% | -28.7% | -25.4% |
| 3Y | +33.0% | +60.6% | -27.6% | -20.2% |
| 5Y | -40.0% | +64.4% | -104.4% | -64.3% |
| 10Y | +21.1% | +250.1% | -229.0% | -68.4% |
| All | +330.5% | +1,144.9% | -814.4% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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