+337.5%
AMD vs DIS
-40.0%
+377.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.8% |
| 7D | +2.6% | -2.6% | +5.2% | +4.2% |
| 30D | -0.9% | +3.5% | -4.4% | -3.4% |
| 3M | -8.7% | +6.8% | -15.5% | -14.0% |
| 6M | +136.3% | +3.0% | +133.4% | +128.6% |
| YTD | +123.0% | -6.7% | +129.7% | +127.6% |
| 1Y | +195.2% | -10.1% | +205.3% | +207.9% |
| 3Y | +336.3% | +33.0% | +303.3% | +225.8% |
| All | +337.5% | -40.0% | +377.5% | +422.6% |
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