-41.1%
DIS vs TECH
-42.5%
+1.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +3.5% | +0.7% | +2.8% | +3.3% |
| 3M | +6.8% | +36.3% | -29.5% | -1.6% |
| 6M | +3.0% | +25.6% | -22.6% | -4.4% |
| YTD | -6.7% | +23.7% | -30.4% | -13.3% |
| 1Y | -10.1% | +37.6% | -47.7% | -19.7% |
| 3Y | +33.0% | -6.6% | +39.6% | +28.3% |
| All | -41.1% | -42.5% | +1.4% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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