+39.3%
DIS vs ROIV
+379.0%
-339.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +4.4% | +14.3% | -9.9% | +2.6% |
| 30D | +10.3% | +16.2% | -5.9% | +8.2% |
| 3M | +15.5% | +15.1% | +0.4% | +13.0% |
| 6M | +11.2% | +44.2% | -33.0% | +4.4% |
| YTD | +5.6% | +89.8% | -84.2% | -5.8% |
| 1Y | +7.7% | +94.6% | -86.8% | -4.4% |
| 3Y | +39.3% | +367.5% | -328.2% | +6.5% |
| All | +39.3% | +379.0% | -339.7% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling