-0.3%
DIS vs DOW
-15.4%
+15.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.4% |
| 7D | -1.1% | -2.9% | +1.8% | -0.1% |
| 30D | +0.1% | +2.0% | -1.8% | -0.8% |
| 3M | +7.1% | -12.5% | +19.6% | +11.2% |
| 6M | +4.3% | -9.2% | +13.5% | +4.4% |
| YTD | -6.9% | +30.8% | -37.7% | -19.8% |
| 1Y | -10.3% | +29.4% | -39.7% | -23.5% |
| 3Y | +32.8% | -34.6% | +67.4% | +45.6% |
| 5Y | -41.5% | -35.9% | -5.5% | -36.0% |
| All | -0.3% | -15.4% | +15.2% | -17.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling