+22.3%
DIS vs NDAQ
+374.8%
-352.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.4% |
| 7D | -3.5% | -1.6% | -2.0% | -2.8% |
| 30D | +1.0% | -1.5% | +2.4% | +1.6% |
| 3M | +5.7% | +8.0% | -2.4% | +1.2% |
| 6M | +3.3% | +7.7% | -4.5% | -1.4% |
| YTD | -7.7% | -2.3% | -5.4% | -8.1% |
| 1Y | -10.0% | +0.6% | -10.5% | -11.8% |
| 3Y | +31.7% | +90.9% | -59.2% | -8.9% |
| 5Y | -42.2% | +52.5% | -94.7% | -55.7% |
| 10Y | +22.3% | +380.3% | -357.9% | -44.4% |
| All | +22.3% | +374.8% | -352.4% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling