+339.6%
DELL vs DIS
-9.6%
+349.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +25.6% | -1.1% | +26.7% | +25.7% |
| 30D | +17.7% | +0.1% | +17.5% | +17.7% |
| 3M | +33.4% | +7.1% | +26.4% | +32.3% |
| 6M | +266.2% | +4.3% | +261.9% | +265.0% |
| YTD | +328.0% | -6.9% | +334.9% | +335.2% |
| 1Y | +339.6% | -10.3% | +349.9% | +345.4% |
| All | +339.6% | -9.6% | +349.2% | +345.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling