+22.7%
DIS vs BBY
+242.2%
-219.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -1.3% | +0.7% | -1.9% | -1.5% |
| 30D | +2.2% | +5.8% | -3.6% | +0.4% |
| 3M | +8.1% | +18.0% | -9.9% | +2.5% |
| 6M | +5.2% | +39.8% | -34.6% | -6.0% |
| YTD | -6.3% | +35.4% | -41.7% | -15.7% |
| 1Y | -7.3% | +21.4% | -28.7% | -14.2% |
| 3Y | +33.8% | +39.5% | -5.7% | +14.9% |
| 5Y | -40.7% | -0.5% | -40.2% | -45.4% |
| All | +22.7% | +242.2% | -219.5% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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