+3.3%
AVGO vs DIS
+4.7%
-1.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.5% |
| 7D | +25.0% | +0.9% | +24.1% | +25.0% |
| 30D | +2.0% | +8.9% | -6.9% | +2.4% |
| 3M | -12.3% | +14.5% | -26.8% | -12.0% |
| 6M | -12.8% | +12.2% | -25.0% | -11.9% |
| YTD | +5.9% | +4.7% | +1.1% | +6.0% |
| 1Y | +3.3% | +2.8% | +0.5% | +3.5% |
| All | +3.3% | +4.7% | -1.4% | +3.5% |
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 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