+43.0%
DIS vs NVD
-98.5%
+141.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.3% | +0.9% |
| 7D | +1.9% | +28.6% | -26.7% | +3.5% |
| 30D | +9.2% | +73.6% | -64.5% | +13.1% |
| 3M | +13.5% | +70.1% | -56.6% | +17.7% |
| 6M | +14.3% | +53.6% | -39.3% | +18.5% |
| YTD | +5.4% | -7.0% | +12.4% | +6.2% |
| 1Y | +12.2% | -9.0% | +21.1% | +13.1% |
| 3Y | +37.2% | -98.3% | +135.5% | +14.9% |
| All | +43.0% | -98.5% | +141.6% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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