+37.2%
DIS vs GEN
+67.9%
-30.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | 0.0% |
| 7D | +1.9% | +2.0% | -0.1% | +1.4% |
| 30D | +9.2% | +27.7% | -18.6% | +2.3% |
| 3M | +13.5% | +3.3% | +10.3% | +12.2% |
| 6M | +14.3% | +31.8% | -17.5% | +4.6% |
| YTD | +5.4% | +13.5% | -8.1% | +1.2% |
| 1Y | +12.2% | +16.0% | -3.9% | +6.8% |
| 3Y | +37.2% | +70.6% | -33.4% | +20.8% |
| All | +37.2% | +67.9% | -30.7% | +20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling