-29.5%
DIS vs BBY
-0.6%
-28.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.7% |
| 7D | +4.4% | +10.9% | -6.5% | +1.0% |
| 30D | +10.3% | +19.6% | -9.3% | +4.1% |
| 3M | +15.5% | +27.6% | -12.1% | +6.5% |
| 6M | +11.2% | +79.4% | -68.2% | -9.3% |
| YTD | +5.6% | +61.7% | -56.1% | -11.3% |
| 1Y | +7.7% | +40.3% | -32.6% | -5.1% |
| 3Y | +39.3% | +87.9% | -48.6% | +5.0% |
| 5Y | -29.5% | +0.2% | -29.7% | -40.5% |
| All | -29.5% | -0.6% | -28.9% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling