+122,851.5%
AAPL vs DIS
+1,507.4%
+121,344.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.8% |
| 7D | +0.1% | -2.6% | +2.7% | +1.1% |
| 30D | +3.0% | +3.5% | -0.5% | +1.4% |
| 3M | +2.9% | +6.8% | -3.9% | 0.0% |
| 6M | +22.1% | +3.0% | +19.1% | +20.0% |
| YTD | +18.0% | -6.7% | +24.7% | +20.2% |
| 1Y | +33.9% | -10.1% | +44.0% | +38.0% |
| 3Y | +71.2% | +33.0% | +38.1% | +46.0% |
| 5Y | +112.6% | -40.0% | +152.6% | +147.7% |
| 10Y | +1,198.8% | +21.1% | +1,177.7% | +978.6% |
| All | +122,851.5% | +1,507.4% | +121,344.0% | +26,177.2% |
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