+34.2%
DIS vs NDAQ
+475.8%
-441.6%
-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 | +5.2% | +0.8% | +4.4% | +4.8% |
| 30D | +11.5% | +16.5% | -5.1% | +3.3% |
| 3M | +11.5% | +13.5% | -2.0% | +4.4% |
| 6M | +8.9% | +20.9% | -12.1% | -1.8% |
| YTD | +3.4% | +11.4% | -8.0% | -3.7% |
| 1Y | +7.2% | +25.9% | -18.7% | -6.4% |
| 3Y | +43.3% | +119.9% | -76.5% | -7.6% |
| 5Y | -31.4% | +61.7% | -93.2% | -49.0% |
| All | +34.2% | +475.8% | -441.6% | -43.4% |
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