+710.2%
DIS vs RSP
+1,132.2%
-422.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | +1.4% |
| 7D | +5.7% | -1.4% | +7.1% | +7.2% |
| 30D | +12.7% | +2.1% | +10.5% | +10.4% |
| 3M | +15.2% | -0.9% | +16.1% | +16.2% |
| 6M | +17.6% | +7.5% | +10.0% | +9.4% |
| YTD | +3.8% | +14.6% | -10.7% | -9.1% |
| 1Y | +6.8% | +17.6% | -10.8% | -8.8% |
| 3Y | +42.1% | +60.8% | -18.7% | -10.3% |
| 5Y | -31.2% | +46.1% | -77.3% | -51.7% |
| 10Y | +37.6% | +221.4% | -183.8% | -54.7% |
| All | +710.2% | +1,132.2% | -422.0% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling