+95.5%
AMD vs DIS
+8.7%
+86.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +0.8% |
| 7D | -15.5% | +9.1% | -24.6% | -15.8% |
| 30D | -22.6% | +14.8% | -37.4% | -23.4% |
| 3M | -5.7% | +21.2% | -26.9% | -7.9% |
| 6M | +43.1% | +18.3% | +24.8% | +40.9% |
| YTD | +128.2% | +5.4% | +122.9% | +127.1% |
| 1Y | +95.5% | +8.3% | +87.2% | +91.2% |
| All | +95.5% | +8.7% | +86.7% | +91.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling