+740.1%
DIS vs TD
+7,985.3%
-7,245.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | +5.2% | -1.7% | +6.9% | +6.2% |
| 30D | +11.5% | +8.2% | +3.2% | +7.0% |
| 3M | +11.5% | +1.7% | +9.8% | +10.2% |
| 6M | +8.9% | +14.2% | -5.4% | +1.0% |
| YTD | +3.4% | +32.8% | -29.3% | -11.3% |
| 1Y | +7.2% | +55.5% | -48.3% | -15.3% |
| 3Y | +43.3% | +129.6% | -86.3% | -8.6% |
| 5Y | -31.4% | +102.2% | -133.6% | -53.4% |
| 10Y | +37.1% | +306.3% | -269.2% | -35.0% |
| All | +740.1% | +7,985.3% | -7,245.2% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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