+43.9%
DIS vs TER
+144.0%
-100.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -15.2% | +13.8% | -0.5% |
| 7D | +5.7% | -28.2% | +33.9% | +7.8% |
| 30D | +12.7% | -50.6% | +63.2% | +17.7% |
| 3M | +15.2% | -45.3% | +60.5% | +19.0% |
| 6M | +17.6% | -40.4% | +57.9% | +18.1% |
| YTD | +3.8% | +10.0% | -6.2% | -6.5% |
| 1Y | +6.8% | +13.6% | -6.8% | -4.5% |
| All | +43.9% | +144.0% | -100.1% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling