+12.2%
DIS vs PSX
+97.2%
-85.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.7% |
| 7D | +1.9% | +7.8% | -5.9% | +2.6% |
| 30D | +9.2% | -10.9% | +20.1% | +8.0% |
| 3M | +13.5% | +14.5% | -1.0% | +14.7% |
| 6M | +14.3% | +56.1% | -41.8% | +17.4% |
| YTD | +5.4% | +109.6% | -104.2% | +0.6% |
| 1Y | +12.2% | +95.5% | -83.4% | +7.4% |
| All | +12.2% | +97.2% | -85.0% | +7.4% |
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