+38.0%
DELL vs DIS
+10.4%
+27.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.4% |
| 7D | -22.6% | +5.2% | -27.8% | -19.3% |
| 30D | -43.2% | +11.5% | -54.6% | -38.5% |
| 3M | -24.8% | +11.5% | -36.4% | -17.8% |
| 6M | +38.0% | +8.9% | +29.1% | +61.1% |
| All | +38.0% | +10.4% | +27.5% | +61.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling