+146.8%
GOOG vs DIS
+34.5%
+112.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | +1.1% | -1.1% | +2.2% | +1.3% |
| 30D | -5.1% | +0.1% | -5.2% | -5.1% |
| 3M | -7.1% | +7.1% | -14.2% | -8.7% |
| 6M | +12.7% | +4.3% | +8.4% | +11.3% |
| YTD | +7.1% | -6.9% | +14.0% | +8.0% |
| 1Y | +43.6% | -10.3% | +53.9% | +45.9% |
| 3Y | +146.8% | +32.8% | +113.9% | +118.5% |
| All | +146.8% | +34.5% | +112.2% | +118.5% |
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