+117.9%
ASML vs DIS
+42.1%
+75.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.9% | -8.9% |
| 7D | -19.0% | +5.7% | -24.7% | -20.4% |
| 30D | -25.9% | +12.7% | -38.6% | -28.7% |
| 3M | -19.1% | +15.2% | -34.2% | -23.0% |
| 6M | -5.7% | +17.6% | -23.3% | -11.5% |
| YTD | +27.6% | +3.8% | +23.8% | +25.2% |
| 1Y | +30.8% | +6.8% | +24.0% | +26.5% |
| All | +117.9% | +42.1% | +75.8% | +92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling