+32.9%
DIS vs TER
+1,093.5%
-1,060.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.3% | -7.9% | -1.1% |
| 7D | +0.6% | +5.9% | -5.3% | -0.9% |
| 30D | +10.3% | -30.8% | +41.0% | +17.0% |
| 3M | +15.6% | -29.9% | +45.5% | +20.9% |
| 6M | +15.1% | -27.5% | +42.6% | +15.5% |
| YTD | +6.0% | +37.5% | -31.5% | -11.8% |
| 1Y | +5.7% | +50.3% | -44.6% | -14.3% |
| 3Y | +39.8% | +204.9% | -165.1% | -13.4% |
| 5Y | -23.9% | +89.2% | -113.0% | -48.3% |
| 10Y | +32.9% | +1,077.0% | -1,044.0% | -45.3% |
| All | +32.9% | +1,093.5% | -1,060.5% | -45.3% |
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