+7,765.4%
AMD vs DIS
+32.4%
+7,733.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.6% | -9.4% | -9.1% |
| 7D | +18.9% | +1.9% | +17.0% | +17.8% |
| 30D | -6.4% | +9.2% | -15.6% | -10.9% |
| 3M | +10.6% | +13.5% | -3.0% | +2.4% |
| 6M | +19.9% | +14.3% | +5.6% | +9.3% |
| YTD | +149.4% | +5.4% | +144.0% | +136.2% |
| 1Y | +115.4% | +12.2% | +103.2% | +96.4% |
| 3Y | +357.3% | +37.2% | +320.1% | +262.7% |
| 5Y | +261.1% | -23.1% | +284.3% | +288.9% |
| All | +7,765.4% | +32.4% | +7,733.0% | +5,270.5% |
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