-41.1%
DIS vs IBB
+22.5%
-63.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.3% |
| 7D | -2.6% | +1.4% | -4.0% | -3.3% |
| 30D | +3.5% | +10.5% | -7.0% | -2.2% |
| 3M | +6.8% | +23.6% | -16.8% | -5.3% |
| 6M | +3.0% | +22.6% | -19.6% | -8.5% |
| YTD | -6.7% | +25.7% | -32.4% | -18.4% |
| 1Y | -10.1% | +51.4% | -61.5% | -29.5% |
| 3Y | +33.0% | +64.4% | -31.3% | -3.2% |
| All | -41.1% | +22.5% | -63.6% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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