+284.0%
DIS vs TPR
+8,117.6%
-7,833.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.1% | -8.5% | -3.6% |
| 7D | +5.7% | +13.9% | -8.2% | +1.5% |
| 30D | +12.7% | +14.9% | -2.2% | +7.8% |
| 3M | +15.2% | -15.4% | +30.6% | +19.9% |
| 6M | +17.6% | -4.5% | +22.0% | +17.2% |
| YTD | +3.8% | +6.0% | -2.2% | -0.5% |
| 1Y | +6.8% | +24.3% | -17.5% | -2.8% |
| 3Y | +42.1% | +412.8% | -370.7% | -19.1% |
| 5Y | -31.2% | +258.4% | -289.6% | -57.9% |
| 10Y | +37.6% | +396.8% | -359.2% | -34.2% |
| All | +284.0% | +8,117.6% | -7,833.5% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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