+209.2%
BKNG vs DIS
+25.8%
+183.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -10.0% | +1.2% | -11.2% | -10.6% |
| 30D | -18.1% | +3.2% | -21.3% | -19.5% |
| 3M | +6.3% | +7.0% | -0.7% | +2.3% |
| 6M | +0.8% | +6.4% | -5.6% | -2.8% |
| YTD | -18.4% | -5.6% | -12.8% | -16.2% |
| 1Y | -20.4% | -7.7% | -12.7% | -17.5% |
| 3Y | +39.5% | +33.2% | +6.3% | +11.1% |
| 5Y | +92.7% | -40.3% | +133.0% | +151.4% |
| All | +209.2% | +25.8% | +183.4% | +164.3% |
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