+570.0%
AVGO vs DIS
-23.4%
+593.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.4% | -5.0% |
| 7D | +18.2% | +1.9% | +16.3% | +17.3% |
| 30D | +0.2% | +9.2% | -8.9% | -3.2% |
| 3M | -16.8% | +13.5% | -30.3% | -21.2% |
| 6M | -16.5% | +14.3% | -30.7% | -21.4% |
| YTD | +0.8% | +5.4% | -4.6% | -2.5% |
| 1Y | +2.8% | +12.2% | -9.3% | -3.6% |
| 3Y | +278.5% | +37.2% | +241.4% | +208.0% |
| All | +570.0% | -23.4% | +593.4% | +611.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling