-23.6%
DIS vs GE
+406.8%
-430.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | 0.0% |
| 7D | +0.9% | +5.1% | -4.3% | -0.9% |
| 30D | +8.9% | +7.6% | +1.3% | +5.9% |
| 3M | +14.5% | -9.3% | +23.8% | +18.0% |
| 6M | +12.2% | +11.5% | +0.7% | +6.4% |
| YTD | +4.7% | +7.9% | -3.1% | -0.5% |
| 1Y | +2.8% | +7.6% | -4.8% | -2.4% |
| 3Y | +38.1% | +265.9% | -227.7% | -27.8% |
| 5Y | -23.6% | +405.9% | -429.5% | -68.9% |
| All | -23.6% | +406.8% | -430.4% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling