+627.9%
DIS vs RSP
+1,139.7%
-511.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -2.6% | -0.8% | -1.8% | -1.8% |
| 30D | +3.5% | -0.3% | +3.8% | +3.8% |
| 3M | +6.8% | +4.3% | +2.5% | +2.5% |
| 6M | +3.0% | +8.8% | -5.8% | -5.2% |
| YTD | -6.7% | +15.3% | -22.0% | -18.8% |
| 1Y | -10.1% | +18.3% | -28.4% | -23.6% |
| 3Y | +33.0% | +52.8% | -19.8% | -11.8% |
| 5Y | -40.0% | +51.7% | -91.7% | -59.4% |
| 10Y | +21.1% | +208.5% | -187.4% | -58.6% |
| All | +627.9% | +1,139.7% | -511.8% | -44.0% |
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