+3,309.9%
V vs DIS
+349.7%
+2,960.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.5% |
| 7D | +2.9% | +5.7% | -2.8% | +0.2% |
| 30D | +14.0% | +12.7% | +1.3% | +7.5% |
| 3M | +14.9% | +15.2% | -0.3% | +6.9% |
| 6M | +31.7% | +17.6% | +14.2% | +20.6% |
| YTD | +21.2% | +3.8% | +17.4% | +17.2% |
| 1Y | +25.3% | +6.8% | +18.5% | +18.9% |
| 3Y | +77.5% | +42.1% | +35.4% | +39.1% |
| 5Y | +102.6% | -31.2% | +133.7% | +128.8% |
| 10Y | +464.3% | +37.6% | +426.7% | +301.6% |
| All | +3,309.9% | +349.7% | +2,960.2% | +1,059.1% |
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