+297.3%
GLW vs DIS
+42.1%
+255.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -1.5% | -11.5% | -12.7% |
| 7D | -19.7% | +5.7% | -25.4% | -20.3% |
| 30D | -38.8% | +12.7% | -51.5% | -39.9% |
| 3M | -33.9% | +15.2% | -49.1% | -35.6% |
| 6M | -36.0% | +17.6% | -53.5% | -38.3% |
| YTD | +18.7% | +3.8% | +14.9% | +17.9% |
| 1Y | +19.8% | +6.8% | +13.0% | +17.9% |
| All | +297.3% | +42.1% | +255.2% | +260.1% |
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