+3,063.4%
DELL vs DIS
+33.5%
+3,029.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.0% | +3.4% | +4.5% |
| 7D | -11.8% | +5.3% | -17.1% | -13.9% |
| 30D | -40.8% | +10.2% | -51.1% | -43.6% |
| 3M | -23.6% | +13.5% | -37.1% | -28.4% |
| 6M | +33.4% | +11.1% | +22.2% | +25.0% |
| YTD | +178.0% | +5.5% | +172.5% | +166.4% |
| 1Y | +138.6% | +9.1% | +129.4% | +124.2% |
| 3Y | +400.9% | +36.0% | +364.9% | +313.1% |
| 5Y | +580.7% | -29.8% | +610.6% | +657.2% |
| 10Y | +2,655.3% | +36.6% | +2,618.7% | +2,013.2% |
| All | +3,063.4% | +33.5% | +3,029.9% | +2,447.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling