+3.7%
DIS vs OPEN
-88.9%
+92.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.3% | +0.9% |
| 7D | +1.9% | -15.0% | +16.9% | +3.1% |
| 30D | +9.2% | -40.2% | +49.4% | +12.9% |
| 3M | +13.5% | -67.4% | +80.9% | +22.6% |
| 6M | +14.3% | -74.0% | +88.3% | +24.8% |
| YTD | +5.4% | -79.6% | +85.0% | +16.4% |
| 1Y | +12.2% | -86.1% | +98.3% | +27.1% |
| 3Y | +37.2% | -41.4% | +78.6% | +21.1% |
| 5Y | -23.1% | -94.9% | +71.7% | -29.3% |
| All | +3.7% | -88.9% | +92.6% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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