-41.1%
DIS vs HAS
+13.4%
-54.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -2.6% | -1.8% | -0.8% | -1.9% |
| 30D | +3.5% | +2.3% | +1.2% | +2.7% |
| 3M | +6.8% | +10.4% | -3.5% | +2.8% |
| 6M | +3.0% | -3.2% | +6.2% | +3.4% |
| YTD | -6.7% | +15.4% | -22.1% | -12.7% |
| 1Y | -10.1% | +18.8% | -28.9% | -17.0% |
| 3Y | +33.0% | +43.9% | -10.9% | +12.8% |
| All | -41.1% | +13.4% | -54.5% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling