+39.3%
DIS vs GEN
+66.2%
-26.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +3.2% |
| 3M | +15.5% | +2.9% | +12.6% | +14.3% |
| 6M | +11.2% | +33.6% | -22.4% | +1.3% |
| YTD | +5.6% | +12.0% | -6.5% | +1.7% |
| 1Y | +7.7% | +16.2% | -8.4% | +2.5% |
| 3Y | +39.3% | +65.1% | -25.8% | +28.0% |
| All | +39.3% | +66.2% | -26.9% | +28.0% |
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