-18.4%
DIS vs GRAB
-72.8%
+54.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.9% |
| 7D | +0.9% | -6.9% | +7.8% | +1.8% |
| 30D | +8.9% | +8.7% | +0.2% | +7.7% |
| 3M | +14.5% | -10.2% | +24.8% | +15.8% |
| 6M | +12.2% | -11.0% | +23.2% | +13.3% |
| YTD | +4.7% | -35.1% | +39.8% | +9.5% |
| 1Y | +2.8% | -44.0% | +46.9% | +9.4% |
| 3Y | +38.1% | -0.9% | +39.1% | +35.1% |
| 5Y | -23.6% | -80.2% | +56.6% | -25.0% |
| All | -18.4% | -72.8% | +54.3% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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