-23.6%
DIS vs TECH
-41.4%
+17.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | +0.9% | +0.2% | +0.6% | +0.8% |
| 30D | +8.9% | +0.5% | +8.4% | +8.8% |
| 3M | +14.5% | +1.0% | +13.6% | +14.3% |
| 6M | +12.2% | +54.1% | -41.8% | 0.0% |
| YTD | +4.7% | +24.4% | -19.7% | -2.8% |
| 1Y | +2.8% | +19.3% | -16.5% | -3.6% |
| 3Y | +38.1% | +28.5% | +9.6% | +17.9% |
| 5Y | -23.6% | -41.0% | +17.3% | -17.6% |
| All | -23.6% | -41.4% | +17.8% | -17.6% |
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