-40.3%
NOW vs DIS
+7.8%
-48.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.1% |
| 7D | -5.6% | +0.6% | -6.1% | -5.7% |
| 30D | -26.8% | +10.3% | -37.1% | -28.4% |
| 3M | -19.4% | +15.6% | -35.0% | -22.4% |
| 6M | +12.3% | +15.1% | -2.8% | +7.1% |
| YTD | -32.9% | +6.0% | -38.9% | -36.3% |
| 1Y | -40.3% | +5.7% | -46.0% | -43.4% |
| All | -40.3% | +7.8% | -48.1% | -43.4% |
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 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