+552.2%
DELL vs DIS
-32.6%
+584.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.8% |
| 7D | -22.6% | +5.2% | -27.8% | -24.3% |
| 30D | -43.2% | +11.5% | -54.6% | -45.9% |
| 3M | -24.8% | +11.5% | -36.4% | -28.7% |
| 6M | +38.0% | +8.9% | +29.1% | +31.3% |
| YTD | +163.7% | +3.4% | +160.3% | +156.3% |
| 1Y | +122.5% | +7.2% | +115.4% | +112.0% |
| 3Y | +377.0% | +43.3% | +333.6% | +280.8% |
| All | +552.2% | -32.6% | +584.8% | +634.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling