+31.0%
DIS vs RSP
+211.7%
-180.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.3% |
| 7D | +0.9% | +1.8% | -0.9% | -1.0% |
| 30D | +8.9% | +3.5% | +5.4% | +5.1% |
| 3M | +14.5% | +0.2% | +14.3% | +14.3% |
| 6M | +12.2% | +9.1% | +3.1% | +2.4% |
| YTD | +4.7% | +16.6% | -11.9% | -10.6% |
| 1Y | +2.8% | +17.9% | -15.1% | -13.2% |
| 3Y | +38.1% | +64.6% | -26.5% | -16.9% |
| 5Y | -23.6% | +48.4% | -72.0% | -48.5% |
| All | +31.0% | +211.7% | -180.7% | -53.5% |
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