+2.8%
DIS vs GEN
+11.7%
-8.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.6% |
| 7D | +0.9% | -3.0% | +3.8% | +1.4% |
| 30D | +8.9% | +24.7% | -15.8% | +4.6% |
| 3M | +14.5% | +4.1% | +10.4% | +13.8% |
| 6M | +12.2% | +36.0% | -23.8% | +4.6% |
| YTD | +4.7% | +10.9% | -6.1% | +7.3% |
| 1Y | +2.8% | +12.2% | -9.3% | +4.1% |
| All | +2.8% | +11.7% | -8.9% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling