+31.9%
DIS vs TRV
+350.6%
-318.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | +2.0% | -0.1% | +1.0% |
| 30D | +9.2% | +6.7% | +2.4% | +6.1% |
| 3M | +13.5% | +9.4% | +4.2% | +9.1% |
| 6M | +14.3% | +37.7% | -23.4% | -1.1% |
| YTD | +5.4% | +40.6% | -35.2% | -9.7% |
| 1Y | +12.2% | +42.4% | -30.3% | -4.5% |
| 3Y | +37.2% | +148.1% | -110.9% | -10.8% |
| 5Y | -23.1% | +181.7% | -204.8% | -53.8% |
| All | +31.9% | +350.6% | -318.7% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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