+132.9%
ADBE vs DIS
+31.5%
+101.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.9% |
| 7D | -3.2% | +0.9% | -4.1% | -3.6% |
| 30D | +1.0% | +8.9% | -7.9% | -2.7% |
| 3M | -7.8% | +14.5% | -22.4% | -13.2% |
| 6M | -1.0% | +12.2% | -13.2% | -6.1% |
| YTD | -31.8% | +4.7% | -36.6% | -33.8% |
| 1Y | -29.2% | +2.8% | -32.0% | -30.9% |
| 3Y | -60.1% | +38.1% | -98.2% | -66.9% |
| 5Y | -63.7% | -23.6% | -40.1% | -61.4% |
| All | +132.9% | +31.5% | +101.4% | +76.0% |
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 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