-10.1%
DIS vs GE
+22.8%
-32.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.9% |
| 7D | -2.6% | -1.6% | -1.0% | -2.3% |
| 30D | +3.5% | -11.6% | +15.1% | +5.5% |
| 3M | +6.8% | +3.0% | +3.8% | +5.4% |
| 6M | +3.0% | -0.5% | +3.5% | +0.7% |
| YTD | -6.7% | +9.7% | -16.5% | -10.0% |
| 1Y | -10.1% | +20.0% | -30.1% | -11.5% |
| All | -10.1% | +22.8% | -32.9% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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