+2,662.4%
DELL vs DIS
+32.4%
+2,630.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.8% | -7.5% |
| 7D | +4.9% | +1.9% | +3.0% | +4.0% |
| 30D | -32.1% | +9.2% | -41.2% | -34.9% |
| 3M | -30.2% | +13.5% | -43.8% | -34.6% |
| 6M | +41.7% | +14.3% | +27.4% | +31.0% |
| YTD | +176.6% | +5.4% | +171.2% | +165.1% |
| 1Y | +159.9% | +12.2% | +147.8% | +141.3% |
| 3Y | +388.0% | +37.2% | +350.8% | +300.6% |
| 5Y | +578.2% | -23.1% | +601.3% | +623.3% |
| All | +2,662.4% | +32.4% | +2,630.0% | +2,066.8% |
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