+7.7%
DIS vs PSX
+89.2%
-81.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.0% | -0.9% | +2.3% |
| 7D | +5.3% | -8.0% | +13.3% | +4.4% |
| 30D | +10.2% | -9.0% | +19.3% | +9.2% |
| 3M | +13.5% | +24.7% | -11.2% | +15.5% |
| 6M | +11.1% | +49.3% | -38.2% | +14.1% |
| YTD | +5.5% | +100.2% | -94.7% | +1.8% |
| All | +7.7% | +89.2% | -81.6% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling