+641.7%
AMZN vs DIS
+32.4%
+609.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | +2.8% | +1.9% | +0.9% | +2.0% |
| 30D | +5.0% | +9.2% | -4.2% | +1.1% |
| 3M | +0.6% | +13.5% | -12.9% | -4.9% |
| 6M | -1.3% | +14.3% | -15.6% | -7.2% |
| YTD | +15.5% | +5.4% | +10.2% | +11.6% |
| 1Y | +12.2% | +12.2% | +0.1% | +5.4% |
| 3Y | +87.0% | +37.2% | +49.8% | +56.5% |
| 5Y | +51.3% | -23.1% | +74.4% | +56.8% |
| All | +641.7% | +32.4% | +609.3% | +519.3% |
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 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