+199.0%
AMD vs DIS
-32.6%
+231.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.3% |
| 7D | -11.0% | +5.2% | -16.3% | -13.7% |
| 30D | -30.5% | +11.5% | -41.9% | -35.2% |
| 3M | -8.2% | +11.5% | -19.8% | -15.0% |
| 6M | +6.6% | +8.9% | -2.3% | -1.0% |
| YTD | +109.7% | +3.4% | +106.3% | +99.7% |
| 1Y | +88.9% | +7.2% | +81.7% | +74.9% |
| 3Y | +301.8% | +43.3% | +258.5% | +185.2% |
| All | +199.0% | -32.6% | +231.7% | +226.3% |
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