+12.2%
DIS vs BBY
+41.6%
-29.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +1.9% | +4.5% | -2.6% | +1.0% |
| 30D | +9.2% | +16.8% | -7.6% | +6.1% |
| 3M | +13.5% | +23.2% | -9.7% | +9.3% |
| 6M | +14.3% | +91.9% | -77.7% | -0.1% |
| YTD | +5.4% | +61.6% | -56.3% | -3.0% |
| 1Y | +12.2% | +43.9% | -31.7% | +5.4% |
| All | +12.2% | +41.6% | -29.4% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling