+36.6%
DIS vs IBN
+368.7%
-332.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.4% | +1.6% |
| 7D | +5.3% | +14.6% | -9.3% | +1.2% |
| 30D | +10.2% | +23.5% | -13.3% | +3.7% |
| 3M | +13.5% | +14.0% | -0.5% | +9.2% |
| 6M | +11.1% | +31.1% | -20.0% | +2.6% |
| YTD | +5.5% | +16.6% | -11.1% | +0.3% |
| 1Y | +9.1% | +14.9% | -5.8% | +4.1% |
| 3Y | +36.0% | +56.9% | -20.9% | +16.5% |
| 5Y | -29.8% | +69.7% | -99.5% | -41.6% |
| 10Y | +36.6% | +365.4% | -328.8% | -8.0% |
| All | +36.6% | +368.7% | -332.0% | -8.0% |
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