+3.8%
DIS vs OPEN
-86.9%
+90.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +2.0% |
| 7D | +5.3% | -21.7% | +27.0% | +6.9% |
| 30D | +10.2% | -36.5% | +46.7% | +13.5% |
| 3M | +13.5% | -59.5% | +73.1% | +20.7% |
| 6M | +11.1% | -71.9% | +83.0% | +20.7% |
| YTD | +5.5% | -75.8% | +81.3% | +15.2% |
| 1Y | +9.1% | -78.5% | +87.6% | +19.6% |
| 3Y | +36.0% | -30.2% | +66.2% | +18.5% |
| 5Y | -29.8% | -93.3% | +63.4% | -36.2% |
| All | +3.8% | -86.9% | +90.7% | -12.1% |
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