+32.9%
DIS vs TRV
+351.6%
-318.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.6% | -2.4% | +3.0% | +1.6% |
| 30D | +10.3% | +7.5% | +2.8% | +6.9% |
| 3M | +15.6% | +6.7% | +8.9% | +12.3% |
| 6M | +15.1% | +35.5% | -20.3% | +0.4% |
| YTD | +6.0% | +39.3% | -33.3% | -8.9% |
| 1Y | +5.7% | +41.8% | -36.1% | -9.9% |
| 3Y | +39.8% | +147.3% | -107.5% | -8.9% |
| 5Y | -23.9% | +178.3% | -202.2% | -54.0% |
| 10Y | +32.9% | +348.3% | -315.4% | -31.9% |
| All | +32.9% | +351.6% | -318.7% | -31.9% |
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