+36.3%
DIS vs IBN
+364.2%
-327.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.3% |
| 7D | +4.4% | +15.8% | -11.4% | +0.1% |
| 30D | +10.3% | +25.1% | -14.7% | +3.4% |
| 3M | +15.5% | +16.0% | -0.4% | +10.6% |
| 6M | +11.2% | +32.8% | -21.6% | +2.3% |
| YTD | +5.6% | +18.0% | -12.4% | +0.1% |
| 1Y | +7.7% | +15.9% | -8.1% | +2.6% |
| 3Y | +39.3% | +57.6% | -18.4% | +19.2% |
| 5Y | -29.5% | +74.7% | -104.2% | -41.8% |
| 10Y | +36.3% | +373.9% | -337.7% | -8.5% |
| All | +36.3% | +364.2% | -327.9% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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