-10.2%
AVGO vs DIS
+8.7%
-18.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.0% | +6.8% | +8.8% |
| 7D | -0.9% | +5.3% | -6.2% | -0.6% |
| 30D | -11.6% | +10.2% | -21.9% | -11.2% |
| 3M | -25.2% | +13.5% | -38.7% | -24.9% |
| 6M | -25.4% | +11.1% | -36.6% | -24.5% |
| YTD | -7.2% | +5.5% | -12.7% | -7.1% |
| All | -10.2% | +8.7% | -18.9% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling