+32.9%
DIS vs MSCI
+809.1%
-776.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +0.6% | -1.9% | +2.5% | +1.3% |
| 30D | +10.3% | +16.5% | -6.2% | +4.3% |
| 3M | +15.6% | +18.2% | -2.6% | +8.6% |
| 6M | +15.1% | +14.0% | +1.2% | +9.0% |
| YTD | +6.0% | +16.6% | -10.6% | -1.4% |
| 1Y | +5.7% | +14.8% | -9.1% | -1.1% |
| 3Y | +39.8% | +33.3% | +6.5% | +20.5% |
| 5Y | -23.9% | +9.1% | -32.9% | -31.5% |
| 10Y | +32.9% | +820.4% | -787.4% | -37.8% |
| All | +32.9% | +809.1% | -776.2% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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