+88.9%
AMD vs DIS
+6.5%
+82.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.1% |
| 7D | -11.0% | +5.2% | -16.3% | -11.1% |
| 30D | -30.5% | +11.5% | -41.9% | -30.9% |
| 3M | -8.2% | +11.5% | -19.8% | -9.1% |
| 6M | +6.6% | +8.9% | -2.3% | +8.6% |
| YTD | +109.7% | +3.4% | +106.3% | +108.9% |
| 1Y | +88.9% | +7.2% | +81.7% | +84.4% |
| All | +88.9% | +6.5% | +82.4% | +84.4% |
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 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