+32.9%
DIS vs TRI
+221.6%
-188.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | +0.6% | -7.2% | +7.8% | +3.2% |
| 30D | +10.3% | +4.4% | +5.9% | +7.8% |
| 3M | +15.6% | +4.5% | +11.1% | +12.2% |
| 6M | +15.1% | +23.7% | -8.6% | +2.2% |
| YTD | +6.0% | -14.4% | +20.4% | +9.6% |
| 1Y | +5.7% | -17.4% | +23.1% | +11.1% |
| 3Y | +39.8% | -11.0% | +50.8% | +34.9% |
| 5Y | -23.9% | +0.7% | -24.6% | -32.7% |
| 10Y | +32.9% | +224.0% | -191.1% | -31.1% |
| All | +32.9% | +221.6% | -188.6% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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