+2,755.4%
AVGO vs DIS
+22.0%
+2,733.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | -0.3% | -1.1% | +0.8% | +0.2% |
| 30D | -13.8% | +0.1% | -14.0% | -14.2% |
| 3M | -6.9% | +7.1% | -14.0% | -10.5% |
| 6M | +11.9% | +4.3% | +7.7% | +8.5% |
| YTD | +6.9% | -6.9% | +13.8% | +8.6% |
| 1Y | +7.4% | -10.3% | +17.7% | +10.5% |
| 3Y | +345.6% | +32.8% | +312.7% | +265.1% |
| 5Y | +718.9% | -41.5% | +760.4% | +886.5% |
| 10Y | +2,755.4% | +21.2% | +2,734.2% | +2,093.1% |
| All | +2,755.4% | +22.0% | +2,733.4% | +2,093.1% |
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