+8.3%
DIS vs DOW
+50.2%
-42.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +4.0% |
| 7D | +9.1% | -4.2% | +13.3% | +8.9% |
| 30D | +14.8% | +14.7% | +0.1% | +15.3% |
| 3M | +21.2% | +9.1% | +12.1% | +21.5% |
| 6M | +18.3% | -17.7% | +36.0% | +17.1% |
| YTD | +5.4% | +44.6% | -39.3% | +1.7% |
| 1Y | +8.3% | +51.9% | -43.6% | +4.9% |
| All | +8.3% | +50.2% | -42.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling