+1,395.4%
ASML vs DIS
+35.1%
+1,360.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.2% |
| 7D | -9.0% | +5.2% | -14.3% | -11.4% |
| 30D | -21.0% | +11.5% | -32.4% | -25.4% |
| 3M | -16.3% | +11.5% | -27.8% | -21.5% |
| 6M | -7.5% | +8.9% | -16.4% | -12.9% |
| YTD | +34.0% | +3.4% | +30.6% | +28.9% |
| 1Y | +39.3% | +7.2% | +32.1% | +31.0% |
| 3Y | +128.9% | +43.3% | +85.5% | +76.7% |
| 5Y | +76.1% | -31.4% | +107.5% | +98.2% |
| All | +1,395.4% | +35.1% | +1,360.3% | +1,096.7% |
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