+37.5%
DIS vs SPOT
+256.6%
-219.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.1% |
| 7D | +4.4% | +1.0% | +3.4% | +4.3% |
| 30D | +10.3% | +14.6% | -4.2% | +8.1% |
| 3M | +15.5% | +18.4% | -2.9% | +12.6% |
| 6M | +11.2% | +45.1% | -33.9% | +5.1% |
| YTD | +5.6% | +4.4% | +1.2% | +3.6% |
| 1Y | +7.7% | -2.7% | +10.4% | +6.7% |
| All | +37.5% | +256.6% | -219.1% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 3y: compounded portfolio wealth divided by compounded SPOT 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…
3y analysis · Full analysis span regression · 6 months rolling