+2,566.3%
DELL vs DIS
+36.4%
+2,530.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | -18.1% | +4.4% | -22.5% | -19.8% |
| 30D | -42.9% | +10.3% | -53.2% | -45.5% |
| 3M | -26.9% | +15.5% | -42.4% | -32.0% |
| 6M | +28.8% | +11.2% | +17.6% | +20.7% |
| YTD | +168.4% | +5.6% | +162.9% | +157.1% |
| 1Y | +136.8% | +7.7% | +129.1% | +124.0% |
| 3Y | +375.3% | +39.3% | +336.0% | +287.6% |
| 5Y | +551.0% | -29.5% | +580.5% | +622.7% |
| 10Y | +2,566.3% | +36.3% | +2,530.1% | +2,031.0% |
| All | +2,566.3% | +36.4% | +2,530.0% | +2,031.0% |
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