+388.0%
DELL vs DIS
+38.8%
+349.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.8% | -7.4% |
| 7D | +4.9% | +1.9% | +3.0% | +4.2% |
| 30D | -32.1% | +9.2% | -41.2% | -34.2% |
| 3M | -30.2% | +13.5% | -43.8% | -33.6% |
| 6M | +41.7% | +14.3% | +27.4% | +33.8% |
| YTD | +176.6% | +5.4% | +171.2% | +170.3% |
| 1Y | +159.9% | +12.2% | +147.8% | +146.0% |
| 3Y | +388.0% | +37.2% | +350.8% | +306.8% |
| All | +388.0% | +38.8% | +349.2% | +306.8% |
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 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