+36.6%
DIS vs GEN
+166.9%
-130.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +5.3% | -0.3% | +5.6% | +5.4% |
| 30D | +10.2% | +28.2% | -17.9% | +4.4% |
| 3M | +13.5% | +2.6% | +10.9% | +12.2% |
| 6M | +11.1% | +32.7% | -21.6% | +3.5% |
| YTD | +5.5% | +11.3% | -5.8% | +1.7% |
| 1Y | +9.1% | +17.9% | -8.8% | +3.8% |
| 3Y | +36.0% | +66.3% | -30.3% | +20.5% |
| 5Y | -29.8% | +31.7% | -61.5% | -36.1% |
| 10Y | +36.6% | +150.0% | -113.4% | +6.8% |
| All | +36.6% | +166.9% | -130.3% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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