+133.0%
AAPL vs DIS
-32.6%
+165.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.7% | +5.2% | -5.9% | -2.7% |
| 30D | +1.7% | +11.5% | -9.8% | -2.6% |
| 3M | +9.7% | +11.5% | -1.8% | +4.8% |
| 6M | +19.3% | +8.9% | +10.4% | +14.8% |
| YTD | +26.3% | +3.4% | +22.9% | +23.3% |
| 1Y | +27.4% | +7.2% | +20.2% | +22.1% |
| 3Y | +93.6% | +43.3% | +50.3% | +55.8% |
| All | +133.0% | -32.6% | +165.6% | +145.5% |
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