+31.0%
DIS vs TER
+1,060.7%
-1,029.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | +0.9% | +24.0% | -23.1% | -3.2% |
| 30D | +8.9% | -30.6% | +39.5% | +15.4% |
| 3M | +14.5% | -34.5% | +49.0% | +21.5% |
| 6M | +12.2% | -26.4% | +38.6% | +12.2% |
| YTD | +4.7% | +36.4% | -31.7% | -12.7% |
| 1Y | +2.8% | +47.4% | -44.6% | -16.2% |
| 3Y | +38.1% | +202.6% | -164.4% | -14.3% |
| 5Y | -23.6% | +83.9% | -107.5% | -47.8% |
| All | +31.0% | +1,060.7% | -1,029.6% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling