+410.2%
GLW vs DIS
+33.4%
+376.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +6.0% |
| 7D | +3.8% | -2.6% | +6.3% | +4.2% |
| 30D | -1.3% | +3.5% | -4.8% | -2.2% |
| 3M | -21.8% | +6.8% | -28.6% | -23.4% |
| 6M | +6.9% | +3.0% | +3.9% | +5.6% |
| YTD | +77.2% | -6.7% | +83.9% | +78.9% |
| 1Y | +123.2% | -10.1% | +133.3% | +128.1% |
| All | +410.2% | +33.4% | +376.8% | +360.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling