+1,664.5%
DIS vs BBY
+88,103.0%
-86,438.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.4% |
| 7D | +4.4% | +10.9% | -6.5% | +2.4% |
| 30D | +10.3% | +19.6% | -9.3% | +6.7% |
| 3M | +15.5% | +27.6% | -12.1% | +10.3% |
| 6M | +11.2% | +79.4% | -68.2% | -0.7% |
| YTD | +5.6% | +61.7% | -56.1% | -4.2% |
| 1Y | +7.7% | +40.3% | -32.6% | +0.3% |
| 3Y | +39.3% | +87.9% | -48.6% | +21.2% |
| 5Y | -29.5% | +0.2% | -29.7% | -32.4% |
| 10Y | +36.3% | +274.5% | -238.2% | +1.6% |
| All | +1,664.5% | +88,103.0% | -86,438.5% | +575.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling