-29.8%
DIS vs DOW
-30.5%
+0.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.4% |
| 7D | +5.3% | -9.4% | +14.7% | +8.0% |
| 30D | +10.2% | +8.9% | +1.3% | +7.5% |
| 3M | +13.5% | +6.7% | +6.8% | +11.0% |
| 6M | +11.1% | -14.2% | +25.3% | +14.8% |
| YTD | +5.5% | +36.9% | -31.4% | -10.0% |
| 1Y | +9.1% | +45.8% | -36.6% | -9.6% |
| 3Y | +36.0% | -23.9% | +59.9% | +42.7% |
| 5Y | -29.8% | -30.8% | +0.9% | -24.1% |
| All | -29.8% | -30.5% | +0.6% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling