+697.3%
DELL vs DIS
+34.4%
+662.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.1% |
| 7D | +14.9% | -2.6% | +17.5% | +16.0% |
| 30D | +13.3% | +3.5% | +9.8% | +11.6% |
| 3M | +24.4% | +6.8% | +17.6% | +20.4% |
| 6M | +258.0% | +3.0% | +255.0% | +251.1% |
| YTD | +320.2% | -6.7% | +326.9% | +329.2% |
| 1Y | +319.1% | -10.1% | +329.1% | +334.3% |
| All | +697.3% | +34.4% | +662.9% | +624.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling