-59.7%
ADBE vs DIS
-40.0%
-19.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -5.0% | -6.0% |
| 7D | -8.6% | -2.6% | -6.0% | -7.5% |
| 30D | +2.8% | +3.5% | -0.7% | +1.1% |
| 3M | +3.1% | +6.8% | -3.7% | 0.0% |
| 6M | -2.4% | +3.0% | -5.4% | -4.2% |
| YTD | -23.9% | -6.7% | -17.1% | -22.2% |
| 1Y | -22.6% | -10.1% | -12.5% | -19.8% |
| 3Y | -52.7% | +33.0% | -85.7% | -61.9% |
| All | -59.7% | -40.0% | -19.7% | -54.2% |
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 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