+31.9%
DIS vs IBN
+385.6%
-353.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +1.9% | +1.9% | 0.0% | +1.4% |
| 30D | +9.2% | +22.1% | -13.0% | +3.0% |
| 3M | +13.5% | +17.1% | -3.6% | +8.4% |
| 6M | +14.3% | +35.5% | -21.3% | +4.4% |
| YTD | +5.4% | +16.8% | -11.4% | +0.1% |
| 1Y | +12.2% | +12.4% | -0.2% | +7.7% |
| 3Y | +37.2% | +58.0% | -20.8% | +17.2% |
| 5Y | -23.1% | +73.7% | -96.9% | -36.5% |
| All | +31.9% | +385.6% | -353.7% | -11.6% |
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