+1,458.7%
DIS vs GE
+2,981.7%
-1,522.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.2% |
| 7D | -2.6% | -1.6% | -1.0% | -1.9% |
| 30D | +3.5% | -11.6% | +15.1% | +8.9% |
| 3M | +6.8% | +3.0% | +3.8% | +4.6% |
| 6M | +3.0% | -0.5% | +3.5% | +1.5% |
| YTD | -6.7% | +9.7% | -16.5% | -12.4% |
| 1Y | -10.1% | +20.0% | -30.1% | -19.4% |
| 3Y | +33.0% | +275.8% | -242.8% | -31.5% |
| 5Y | -40.0% | +429.1% | -469.1% | -74.1% |
| 10Y | +21.1% | +151.2% | -130.1% | -34.9% |
| All | +1,458.7% | +2,981.7% | -1,522.9% | +100.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling