+4,177.7%
DELL vs DIS
+20.9%
+4,156.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +8.7% | -3.5% | +12.3% | +10.5% |
| 30D | +16.9% | +1.0% | +15.9% | +16.1% |
| 3M | +40.4% | +5.7% | +34.7% | +35.3% |
| 6M | +267.1% | +3.3% | +263.8% | +256.4% |
| YTD | +329.1% | -7.7% | +336.8% | +339.1% |
| 1Y | +346.9% | -10.0% | +356.9% | +360.9% |
| 3Y | +696.6% | +31.7% | +664.9% | +564.2% |
| 5Y | +1,106.2% | -42.2% | +1,148.4% | +1,373.1% |
| 10Y | +4,177.7% | +22.3% | +4,155.4% | +3,374.5% |
| All | +4,177.7% | +20.9% | +4,156.8% | +3,374.5% |
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 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