+6.8%
NOW vs DIS
-40.0%
+46.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.0% |
| 7D | -2.4% | -2.6% | +0.2% | -1.0% |
| 30D | +20.5% | +3.5% | +17.0% | +18.0% |
| 3M | +18.3% | +6.8% | +11.5% | +13.8% |
| 6M | +24.1% | +3.0% | +21.1% | +21.2% |
| YTD | -7.8% | -6.7% | -1.1% | -5.6% |
| 1Y | -21.4% | -10.1% | -11.3% | -18.0% |
| 3Y | +19.5% | +33.0% | -13.5% | -8.3% |
| All | +6.8% | -40.0% | +46.8% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling