+31.9%
DIS vs GEN
+152.9%
-121.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.1% |
| 7D | +1.9% | +2.0% | -0.1% | +1.5% |
| 30D | +9.2% | +27.7% | -18.6% | +3.5% |
| 3M | +13.5% | +3.3% | +10.3% | +12.0% |
| 6M | +14.3% | +31.8% | -17.5% | +6.7% |
| YTD | +5.4% | +13.5% | -8.1% | +1.1% |
| 1Y | +12.2% | +16.0% | -3.9% | +7.1% |
| 3Y | +37.2% | +70.6% | -33.4% | +20.9% |
| 5Y | -23.1% | +32.1% | -55.3% | -30.1% |
| All | +31.9% | +152.9% | -121.0% | +2.1% |
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