-22.5%
DIS vs OPEN
-94.8%
+72.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.3% | +0.9% |
| 7D | +1.9% | -15.0% | +16.9% | +3.3% |
| 30D | +9.2% | -40.2% | +49.4% | +13.5% |
| 3M | +13.5% | -67.4% | +80.9% | +24.1% |
| 6M | +14.3% | -74.0% | +88.3% | +26.6% |
| YTD | +5.4% | -79.6% | +85.0% | +18.3% |
| 1Y | +12.2% | -86.1% | +98.3% | +29.6% |
| 3Y | +37.2% | -41.4% | +78.6% | +15.9% |
| All | -22.5% | -94.8% | +72.3% | -11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling