+232.7%
GLW vs DIS
-23.4%
+256.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.5% |
| 7D | +7.7% | +1.9% | +5.8% | +7.2% |
| 30D | -18.8% | +9.2% | -28.0% | -21.0% |
| 3M | -27.7% | +13.5% | -41.3% | -30.9% |
| 6M | -44.4% | +14.3% | -58.7% | -47.3% |
| YTD | +31.3% | +5.4% | +25.9% | +27.2% |
| 1Y | +40.0% | +12.2% | +27.9% | +32.1% |
| 3Y | +339.2% | +37.2% | +302.0% | +268.3% |
| All | +232.7% | -23.4% | +256.1% | +253.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling