+32.8%
DIS vs BBY
+42.7%
-9.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | -1.1% | +8.1% | -9.2% | -3.1% |
| 30D | +0.1% | +8.9% | -8.8% | -2.2% |
| 3M | +7.1% | +22.0% | -15.0% | +1.1% |
| 6M | +4.3% | +37.8% | -33.6% | -5.5% |
| YTD | -6.9% | +37.3% | -44.3% | -15.8% |
| 1Y | -10.3% | +21.6% | -31.9% | -16.2% |
| 3Y | +32.8% | +41.5% | -8.7% | +18.8% |
| All | +32.8% | +42.7% | -9.9% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling