+134,656.0%
AAPL vs DIS
+1,718.2%
+132,937.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.4% | +1.6% |
| 7D | +3.7% | +5.3% | -1.7% | +1.5% |
| 30D | +4.2% | +10.2% | -6.1% | +0.1% |
| 3M | +12.0% | +13.5% | -1.5% | +6.1% |
| 6M | +19.8% | +11.1% | +8.7% | +14.2% |
| YTD | +29.3% | +5.5% | +23.8% | +25.1% |
| 1Y | +31.1% | +9.1% | +22.0% | +24.7% |
| 3Y | +94.9% | +36.0% | +58.9% | +65.3% |
| 5Y | +138.1% | -29.8% | +167.9% | +160.3% |
| 10Y | +1,276.0% | +36.6% | +1,239.4% | +987.0% |
| All | +134,656.0% | +1,718.2% | +132,937.8% | +27,256.0% |
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