+686.6%
GOOGL vs DIS
+33.1%
+653.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +1.6% | +0.6% | +1.0% | +1.3% |
| 30D | -16.8% | +10.3% | -27.1% | -20.2% |
| 3M | -14.6% | +15.6% | -30.2% | -19.7% |
| 6M | -24.4% | +15.1% | -39.5% | -29.0% |
| YTD | -6.1% | +6.0% | -12.0% | -9.3% |
| 1Y | +1.0% | +5.7% | -4.7% | -2.6% |
| 3Y | +123.4% | +39.8% | +83.6% | +83.6% |
| 5Y | +103.2% | -23.9% | +127.1% | +115.5% |
| All | +686.6% | +33.1% | +653.5% | +486.0% |
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