-64.1%
ADBE vs DIS
-32.6%
-31.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.7% |
| 7D | -4.4% | +5.2% | -9.6% | -6.6% |
| 30D | +2.8% | +11.5% | -8.7% | -2.1% |
| 3M | -8.0% | +11.5% | -19.6% | -12.7% |
| 6M | -4.3% | +8.9% | -13.2% | -8.3% |
| YTD | -31.6% | +3.4% | -35.0% | -33.4% |
| 1Y | -26.9% | +7.2% | -34.1% | -30.2% |
| 3Y | -57.7% | +43.3% | -101.0% | -67.0% |
| All | -64.1% | -32.6% | -31.5% | -58.4% |
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