+32.8%
DIS vs TRI
-17.7%
+50.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.5% | +6.3% | +0.9% |
| 7D | -1.1% | -7.1% | +6.0% | +0.1% |
| 30D | +0.1% | -2.3% | +2.5% | +0.4% |
| 3M | +7.1% | +19.6% | -12.5% | +2.6% |
| 6M | +4.3% | -8.7% | +13.0% | +5.4% |
| YTD | -6.9% | -22.3% | +15.3% | -1.0% |
| 1Y | -10.3% | -40.7% | +30.4% | +4.7% |
| 3Y | +32.8% | -17.8% | +50.6% | +24.4% |
| All | +32.8% | -17.7% | +50.5% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling