+84.6%
DIS vs AMC
-97.4%
+182.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.3% | -3.1% | +3.9% |
| 7D | +9.1% | +17.7% | -8.6% | +8.5% |
| 30D | +14.8% | +26.2% | -11.4% | +13.9% |
| 3M | +21.2% | +31.3% | -10.2% | +19.9% |
| 6M | +18.3% | +142.8% | -124.4% | +13.9% |
| YTD | +5.4% | +125.6% | -120.3% | +1.4% |
| 1Y | +8.3% | +40.2% | -32.0% | +5.8% |
| 3Y | +44.2% | -67.2% | +111.4% | +44.7% |
| 5Y | -28.0% | -99.1% | +71.2% | -22.7% |
| 10Y | +39.6% | -98.5% | +138.2% | +40.2% |
| All | +84.6% | -97.4% | +182.1% | +61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling