+1,210.4%
AAPL vs DIS
+22.0%
+1,188.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -2.7% | -1.1% | -1.6% | -2.3% |
| 30D | +1.0% | +0.1% | +0.9% | +0.8% |
| 3M | +5.0% | +7.1% | -2.1% | +1.8% |
| 6M | +23.0% | +4.3% | +18.8% | +20.2% |
| YTD | +16.6% | -6.9% | +23.6% | +19.0% |
| 1Y | +33.4% | -10.3% | +43.7% | +37.8% |
| 3Y | +79.9% | +32.8% | +47.0% | +51.0% |
| 5Y | +109.0% | -41.5% | +150.5% | +146.8% |
| 10Y | +1,210.4% | +21.2% | +1,189.2% | +962.3% |
| All | +1,210.4% | +22.0% | +1,188.5% | +962.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling