+85,040.9%
ASML vs DIS
+798.1%
+84,242.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.2% | -7.8% | -6.2% |
| 7D | -10.0% | +9.1% | -19.1% | -14.9% |
| 30D | -19.4% | +14.8% | -34.2% | -26.3% |
| 3M | -12.5% | +21.2% | -33.6% | -23.3% |
| 6M | +8.2% | +18.3% | -10.1% | -4.8% |
| YTD | +40.7% | +5.4% | +35.4% | +32.1% |
| 1Y | +46.1% | +8.3% | +37.9% | +34.4% |
| 3Y | +138.5% | +44.2% | +94.3% | +75.7% |
| 5Y | +84.2% | -28.0% | +112.1% | +107.7% |
| 10Y | +1,505.1% | +39.6% | +1,465.5% | +978.4% |
| All | +85,040.9% | +798.1% | +84,242.8% | +14,927.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling