+1,534.9%
ASML vs DIS
+36.4%
+1,498.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -2.9% | +4.4% | -7.3% | -5.0% |
| 30D | -15.2% | +10.3% | -25.5% | -19.4% |
| 3M | -12.9% | +15.5% | -28.4% | -19.7% |
| 6M | -5.0% | +11.2% | -16.2% | -11.5% |
| YTD | +41.8% | +5.6% | +36.2% | +35.1% |
| 1Y | +46.0% | +7.7% | +38.3% | +37.2% |
| 3Y | +133.5% | +39.3% | +94.2% | +84.1% |
| 5Y | +93.0% | -29.5% | +122.5% | +114.4% |
| 10Y | +1,534.9% | +36.3% | +1,498.7% | +1,202.4% |
| All | +1,534.9% | +36.4% | +1,498.6% | +1,202.4% |
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