+300.3%
DIS vs VRSN
+6,651.0%
-6,350.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -2.6% | +0.1% | -2.6% | -2.6% |
| 30D | +3.5% | -0.2% | +3.6% | +3.5% |
| 3M | +6.8% | -0.3% | +7.1% | +6.6% |
| 6M | +3.0% | +23.0% | -20.0% | -1.4% |
| YTD | -6.7% | +21.3% | -28.1% | -10.7% |
| 1Y | -10.1% | +6.7% | -16.8% | -11.9% |
| 3Y | +33.0% | +45.0% | -11.9% | +22.2% |
| 5Y | -40.0% | +35.0% | -75.0% | -44.2% |
| 10Y | +21.1% | +276.3% | -255.3% | -6.8% |
| All | +300.3% | +6,651.0% | -6,350.8% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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