+38.0%
DIS vs ONON
+28.8%
+9.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | +0.6% | -10.1% | +10.7% | +2.5% |
| 30D | +10.3% | -1.8% | +12.1% | +10.5% |
| 3M | +15.6% | +12.3% | +3.3% | +12.9% |
| 6M | +15.1% | +2.0% | +13.2% | +13.3% |
| YTD | +6.0% | -25.3% | +31.3% | +9.9% |
| 1Y | +5.7% | -1.3% | +7.0% | +3.5% |
| All | +38.0% | +28.8% | +9.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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