-38.7%
NOW vs DIS
+8.7%
-47.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -1.2% |
| 7D | -27.5% | +9.1% | -36.6% | -29.0% |
| 30D | -20.0% | +14.8% | -34.8% | -22.7% |
| 3M | -7.9% | +21.2% | -29.1% | -12.4% |
| 6M | +18.3% | +18.3% | 0.0% | +12.5% |
| YTD | -29.0% | +5.4% | -34.3% | -32.4% |
| 1Y | -38.7% | +8.3% | -47.0% | -42.1% |
| All | -38.7% | +8.7% | -47.4% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling