+31.9%
DIS vs NI
+197.8%
-166.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +1.9% | +4.3% | -2.4% | +0.2% |
| 30D | +9.2% | +12.4% | -3.2% | +4.3% |
| 3M | +13.5% | +10.2% | +3.3% | +9.2% |
| 6M | +14.3% | -0.8% | +15.1% | +14.3% |
| YTD | +5.4% | +13.2% | -7.9% | -0.4% |
| 1Y | +12.2% | +10.1% | +2.1% | +7.1% |
| 3Y | +37.2% | +103.1% | -65.9% | +1.2% |
| 5Y | -23.1% | +115.5% | -138.7% | -45.3% |
| All | +31.9% | +197.8% | -166.0% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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