+48.6%
AMZN vs DIS
-32.6%
+81.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +7.9% | +5.2% | +2.6% | +5.1% |
| 30D | -0.2% | +11.5% | -11.7% | -6.0% |
| 3M | -4.8% | +11.5% | -16.3% | -10.5% |
| 6M | -5.7% | +8.9% | -14.6% | -10.5% |
| YTD | +12.3% | +3.4% | +8.9% | +8.6% |
| 1Y | +6.7% | +7.2% | -0.5% | +0.6% |
| 3Y | +85.6% | +43.3% | +42.2% | +36.5% |
| All | +48.6% | -32.6% | +81.3% | +68.2% |
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