+1,628.0%
DIS vs GE
+2,859.3%
-1,231.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.6% |
| 7D | +5.2% | +7.1% | -1.9% | +2.0% |
| 30D | +11.5% | +6.5% | +5.0% | +8.1% |
| 3M | +11.5% | -13.6% | +25.1% | +18.1% |
| 6M | +8.9% | +6.0% | +2.9% | +4.6% |
| YTD | +3.4% | +5.4% | -2.0% | -1.6% |
| 1Y | +7.2% | +6.5% | +0.7% | +1.3% |
| 3Y | +43.3% | +268.6% | -225.3% | -25.7% |
| 5Y | -31.4% | +389.0% | -420.5% | -69.4% |
| 10Y | +37.1% | +163.3% | -126.3% | -28.6% |
| All | +1,628.0% | +2,859.3% | -1,231.2% | +125.9% |
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