+2,111.6%
NOW vs DIS
+182.4%
+1,929.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -2.5% |
| 7D | -27.5% | +9.1% | -36.6% | -31.1% |
| 30D | -20.0% | +14.8% | -34.8% | -26.0% |
| 3M | -7.9% | +21.2% | -29.1% | -17.5% |
| 6M | +18.3% | +18.3% | 0.0% | +7.0% |
| YTD | -29.0% | +5.4% | -34.3% | -32.2% |
| 1Y | -38.7% | +8.3% | -47.0% | -42.5% |
| 3Y | -10.3% | +44.2% | -54.6% | -31.0% |
| 5Y | -22.5% | -28.0% | +5.5% | -13.1% |
| 10Y | +553.8% | +39.6% | +514.2% | +331.1% |
| All | +2,111.6% | +182.4% | +1,929.2% | +767.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling