+152.5%
ADBE vs DIS
+22.0%
+130.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.2% | -3.4% |
| 7D | -10.1% | -1.1% | -9.0% | -9.6% |
| 30D | -3.0% | +0.1% | -3.1% | -3.1% |
| 3M | +5.0% | +7.1% | -2.1% | +1.9% |
| 6M | -9.3% | +4.3% | -13.6% | -11.3% |
| YTD | -26.5% | -6.9% | -19.5% | -24.8% |
| 1Y | -28.3% | -10.3% | -18.0% | -25.6% |
| 3Y | -54.1% | +32.8% | -86.9% | -61.6% |
| 5Y | -61.2% | -41.5% | -19.7% | -54.0% |
| 10Y | +152.5% | +21.2% | +131.3% | +101.1% |
| All | +152.5% | +22.0% | +130.5% | +101.1% |
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