+2,798.6%
AVGO vs DIS
+31.5%
+2,767.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +6.1% |
| 7D | +25.0% | +0.9% | +24.1% | +24.6% |
| 30D | +2.0% | +8.9% | -6.9% | -1.9% |
| 3M | -12.3% | +14.5% | -26.8% | -17.9% |
| 6M | -12.8% | +12.2% | -25.0% | -18.1% |
| YTD | +5.9% | +4.7% | +1.1% | +1.8% |
| 1Y | +3.3% | +2.8% | +0.5% | 0.0% |
| 3Y | +293.1% | +38.1% | +254.9% | +218.4% |
| 5Y | +606.7% | -23.6% | +630.3% | +651.1% |
| All | +2,798.6% | +31.5% | +2,767.1% | +1,976.1% |
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