+32.9%
DIS vs NI
+191.1%
-158.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | +10.3% | +11.2% | -0.9% | +5.8% |
| 3M | +15.6% | +9.2% | +6.4% | +11.6% |
| 6M | +15.1% | -1.8% | +17.0% | +15.6% |
| YTD | +6.0% | +12.0% | -6.0% | +0.6% |
| 1Y | +5.7% | +6.4% | -0.8% | +2.3% |
| 3Y | +39.8% | +99.4% | -59.6% | +3.9% |
| 5Y | -23.9% | +113.1% | -137.0% | -45.6% |
| 10Y | +32.9% | +192.3% | -159.3% | -7.7% |
| All | +32.9% | +191.1% | -158.1% | -7.7% |
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