+308.8%
EWY vs DIS
+20.9%
+287.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +6.7% | -3.5% | +10.2% | +7.9% |
| 30D | +17.0% | +1.0% | +16.0% | +16.4% |
| 3M | +3.7% | +5.7% | -2.0% | +0.9% |
| 6M | +42.5% | +3.3% | +39.2% | +39.8% |
| YTD | +96.2% | -7.7% | +104.0% | +99.6% |
| 1Y | +160.4% | -10.0% | +170.3% | +166.3% |
| 3Y | +231.7% | +31.7% | +200.0% | +185.3% |
| 5Y | +153.3% | -42.2% | +195.5% | +194.2% |
| 10Y | +308.8% | +22.3% | +286.5% | +227.4% |
| All | +308.8% | +20.9% | +287.9% | +227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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