+622.2%
GOOGL vs DIS
+40.1%
+582.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +0.4% |
| 7D | +3.3% | +5.3% | -2.0% | +1.2% |
| 30D | -18.1% | +10.2% | -28.3% | -21.4% |
| 3M | -18.6% | +13.5% | -32.2% | -22.9% |
| 6M | -28.0% | +11.1% | -39.1% | -31.4% |
| YTD | -7.8% | +5.5% | -13.3% | -10.7% |
| 1Y | +3.6% | +9.1% | -5.5% | -1.4% |
| 3Y | +123.4% | +36.0% | +87.4% | +85.9% |
| 5Y | +95.3% | -29.8% | +125.2% | +114.1% |
| 10Y | +622.2% | +36.6% | +585.6% | +454.0% |
| All | +622.2% | +40.1% | +582.1% | +454.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling