-39.8%
NOW vs DIS
+10.8%
-50.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | +0.3% | +1.9% | -1.6% | -0.2% |
| 30D | -27.0% | +9.2% | -36.1% | -28.4% |
| 3M | -19.6% | +13.5% | -33.2% | -22.3% |
| 6M | +17.5% | +14.3% | +3.2% | +12.0% |
| YTD | -33.3% | +5.4% | -38.6% | -37.0% |
| 1Y | -39.8% | +12.2% | -52.0% | -44.5% |
| All | -39.8% | +10.8% | -50.7% | -44.5% |
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