+32.9%
DIS vs AMC
-98.7%
+131.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.4% |
| 7D | +0.6% | -2.8% | +3.4% | +0.7% |
| 30D | +10.3% | +14.0% | -3.7% | +9.8% |
| 3M | +15.6% | +42.5% | -26.9% | +14.1% |
| 6M | +15.1% | +142.6% | -127.4% | +11.1% |
| YTD | +6.0% | +119.2% | -113.3% | +2.4% |
| 1Y | +5.7% | +40.7% | -35.1% | +3.5% |
| 3Y | +39.8% | -57.3% | +97.1% | +39.2% |
| 5Y | -23.9% | -99.1% | +75.3% | -19.0% |
| 10Y | +32.9% | -98.7% | +131.7% | +28.7% |
| All | +32.9% | -98.7% | +131.6% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling