+43.3%
DIS vs MSCI
+33.6%
+9.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.1% |
| 7D | +5.2% | +2.8% | +2.4% | +4.6% |
| 30D | +11.5% | +15.4% | -4.0% | +7.8% |
| 3M | +11.5% | +13.4% | -1.9% | +8.2% |
| 6M | +8.9% | +10.9% | -2.0% | +5.8% |
| YTD | +3.4% | +13.0% | -9.6% | -0.6% |
| 1Y | +7.2% | +12.0% | -4.8% | +3.3% |
| 3Y | +43.3% | +34.1% | +9.2% | +33.2% |
| All | +43.3% | +33.6% | +9.7% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling