+1,628.0%
DIS vs TECH
+101,542.6%
-99,914.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +5.2% | +0.2% | +5.1% | +5.2% |
| 30D | +11.5% | +0.3% | +11.1% | +11.4% |
| 3M | +11.5% | +1.3% | +10.2% | +11.3% |
| 6M | +8.9% | +54.0% | -45.1% | +0.6% |
| YTD | +3.4% | +24.3% | -20.9% | -1.7% |
| 1Y | +7.2% | +25.8% | -18.6% | +1.5% |
| 3Y | +43.3% | +26.0% | +17.4% | +32.9% |
| 5Y | -31.4% | -40.1% | +8.7% | -28.9% |
| 10Y | +37.1% | +210.6% | -173.5% | +9.0% |
| All | +1,628.0% | +101,542.6% | -99,914.6% | +792.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling