+11,452.8%
GOOG vs DIS
+587.7%
+10,865.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | -0.2% |
| 7D | +2.9% | +5.3% | -2.4% | +0.5% |
| 30D | -17.8% | +10.2% | -28.0% | -21.5% |
| 3M | -19.0% | +13.5% | -32.6% | -23.9% |
| 6M | -27.9% | +11.1% | -39.0% | -31.8% |
| YTD | -8.7% | +5.5% | -14.2% | -12.1% |
| 1Y | +2.5% | +9.1% | -6.6% | -3.2% |
| 3Y | +119.2% | +36.0% | +83.2% | +79.2% |
| 5Y | +93.4% | -29.8% | +123.3% | +113.6% |
| 10Y | +635.3% | +36.6% | +598.7% | +442.3% |
| All | +11,452.8% | +587.7% | +10,865.1% | +4,002.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling