+32.9%
DIS vs RSP
+216.5%
-183.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.5% |
| 7D | +0.6% | -0.3% | +0.9% | +0.9% |
| 30D | +10.3% | +4.4% | +5.8% | +5.5% |
| 3M | +15.6% | +1.3% | +14.3% | +14.1% |
| 6M | +15.1% | +10.0% | +5.2% | +4.3% |
| YTD | +6.0% | +17.6% | -11.6% | -10.3% |
| 1Y | +5.7% | +19.2% | -13.5% | -11.8% |
| 3Y | +39.8% | +66.0% | -26.2% | -16.6% |
| 5Y | -23.9% | +50.4% | -74.3% | -49.4% |
| 10Y | +32.9% | +215.7% | -182.7% | -53.4% |
| All | +32.9% | +216.5% | -183.5% | -53.4% |
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