-41.1%
DIS vs SPOT
+107.9%
-149.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.4% | -1.0% |
| 7D | -2.6% | -0.9% | -1.7% | -2.4% |
| 30D | +3.5% | +12.5% | -9.0% | +0.7% |
| 3M | +6.8% | +9.9% | -3.1% | +4.3% |
| 6M | +3.0% | +1.6% | +1.4% | +1.6% |
| YTD | -6.7% | -6.6% | -0.1% | -6.8% |
| 1Y | -10.1% | -22.9% | +12.9% | -6.1% |
| 3Y | +33.0% | +244.3% | -211.2% | -11.1% |
| All | -41.1% | +107.9% | -149.0% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling