-10.1%
DIS vs ROIV
+177.7%
-187.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | -2.6% | +0.6% | -3.2% | -2.6% |
| 30D | +3.5% | +1.0% | +2.5% | +3.2% |
| 3M | +6.8% | +18.3% | -11.5% | +3.9% |
| 6M | +3.0% | +18.3% | -15.3% | -0.3% |
| YTD | -6.7% | +61.0% | -67.7% | -13.8% |
| 1Y | -10.1% | +177.9% | -188.0% | -20.5% |
| All | -10.1% | +177.7% | -187.7% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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