+18.3%
NOW vs DIS
+33.4%
-15.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.3% |
| 7D | -2.4% | -2.6% | +0.2% | -1.5% |
| 30D | +20.5% | +3.5% | +17.0% | +18.8% |
| 3M | +18.3% | +6.8% | +11.5% | +15.3% |
| 6M | +24.1% | +3.0% | +21.1% | +22.1% |
| YTD | -7.8% | -6.7% | -1.1% | -6.4% |
| 1Y | -21.4% | -10.1% | -11.3% | -19.2% |
| All | +18.3% | +33.4% | -15.1% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling