+499.2%
NOW vs DIS
+35.1%
+464.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -3.0% | +5.2% | -8.2% | -5.4% |
| 30D | -26.0% | +11.5% | -37.5% | -30.0% |
| 3M | -13.1% | +11.5% | -24.6% | -18.0% |
| 6M | +14.5% | +8.9% | +5.6% | +9.2% |
| YTD | -33.4% | +3.4% | -36.8% | -35.5% |
| 1Y | -40.6% | +7.2% | -47.8% | -43.7% |
| 3Y | -16.3% | +43.3% | -59.6% | -33.8% |
| 5Y | -26.3% | -31.4% | +5.1% | -17.6% |
| All | +499.2% | +35.1% | +464.1% | +349.0% |
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