+34.2%
DIS vs RSP
+215.0%
-180.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +5.2% | -1.0% | +6.3% | +6.4% |
| 30D | +11.5% | +2.6% | +8.9% | +8.6% |
| 3M | +11.5% | -0.8% | +12.3% | +12.4% |
| 6M | +8.9% | +6.3% | +2.6% | +2.1% |
| YTD | +3.4% | +14.1% | -10.7% | -9.7% |
| 1Y | +7.2% | +18.0% | -10.8% | -9.5% |
| 3Y | +43.3% | +61.0% | -17.7% | -11.8% |
| 5Y | -31.4% | +45.6% | -77.0% | -52.9% |
| All | +34.2% | +215.0% | -180.8% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling