+36.3%
DIS vs GEN
+151.0%
-114.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +4.4% | +1.0% | +3.4% | +4.2% |
| 30D | +10.3% | +29.1% | -18.7% | +4.4% |
| 3M | +15.5% | +2.9% | +12.6% | +14.1% |
| 6M | +11.2% | +33.6% | -22.4% | +3.5% |
| YTD | +5.6% | +12.0% | -6.5% | +1.6% |
| 1Y | +7.7% | +16.2% | -8.4% | +2.9% |
| 3Y | +39.3% | +65.1% | -25.8% | +23.6% |
| 5Y | -29.5% | +33.3% | -62.8% | -35.9% |
| 10Y | +36.3% | +149.7% | -113.4% | +6.5% |
| All | +36.3% | +151.0% | -114.7% | +6.5% |
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