-5.4%
DIS vs GLXY
+12.0%
-17.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.7% |
| 7D | -2.6% | +13.4% | -16.0% | -3.2% |
| 30D | +3.5% | +38.1% | -34.6% | +1.8% |
| 3M | +6.8% | -7.3% | +14.1% | +7.0% |
| 6M | +3.0% | +8.2% | -5.2% | +1.6% |
| YTD | -6.7% | +17.8% | -24.5% | -9.5% |
| 1Y | -10.1% | +14.9% | -25.0% | -12.5% |
| All | -5.4% | +12.0% | -17.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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