+825.7%
BKNG vs DIS
+331.4%
+494.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.6% |
| 7D | -7.9% | -1.1% | -6.8% | -7.2% |
| 30D | -15.9% | +0.1% | -16.1% | -16.0% |
| 3M | +11.1% | +7.1% | +4.0% | +6.5% |
| 6M | -0.7% | +4.3% | -5.0% | -3.4% |
| YTD | -15.4% | -6.9% | -8.5% | -12.2% |
| 1Y | -18.5% | -10.3% | -8.2% | -13.8% |
| 3Y | +46.5% | +32.8% | +13.6% | +15.3% |
| 5Y | +98.8% | -41.5% | +140.2% | +160.3% |
| 10Y | +218.4% | +21.2% | +197.2% | +146.4% |
| All | +825.7% | +331.4% | +494.3% | +176.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling