+32.9%
DIS vs NDAQ
+475.0%
-442.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +10.3% | +16.3% | -6.0% | +2.3% |
| 3M | +15.6% | +15.8% | -0.2% | +7.1% |
| 6M | +15.1% | +24.8% | -9.7% | +2.2% |
| YTD | +6.0% | +14.1% | -8.1% | -2.4% |
| 1Y | +5.7% | +26.5% | -20.8% | -7.9% |
| 3Y | +39.8% | +119.1% | -79.3% | -9.7% |
| 5Y | -23.9% | +70.9% | -94.8% | -45.0% |
| 10Y | +32.9% | +479.7% | -446.8% | -45.5% |
| All | +32.9% | +475.0% | -442.1% | -45.5% |
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