+38.2%
GLW vs DIS
+7.8%
+30.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +7.1% | +7.5% |
| 7D | +1.4% | +0.6% | +0.8% | +1.4% |
| 30D | -18.2% | +10.3% | -28.5% | -15.9% |
| 3M | -24.2% | +15.6% | -39.8% | -21.2% |
| 6M | -41.7% | +15.1% | -56.9% | -38.1% |
| YTD | +38.3% | +6.0% | +32.3% | +44.1% |
| 1Y | +38.2% | +5.7% | +32.5% | +44.3% |
| All | +38.2% | +7.8% | +30.4% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling