+95.3%
AAPL vs DIS
+38.8%
+56.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +4.1% | +1.9% | +2.2% | +3.5% |
| 30D | +4.0% | +9.2% | -5.2% | +1.2% |
| 3M | +16.8% | +13.5% | +3.3% | +12.1% |
| 6M | +19.4% | +14.3% | +5.1% | +14.1% |
| YTD | +31.5% | +5.4% | +26.1% | +28.2% |
| 1Y | +31.0% | +12.2% | +18.8% | +25.0% |
| 3Y | +95.3% | +37.2% | +58.1% | +69.5% |
| All | +95.3% | +38.8% | +56.5% | +69.5% |
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