+750.9%
GOOGL vs DIS
+22.0%
+729.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +1.1% | -1.1% | +2.2% | +1.5% |
| 30D | -4.4% | +0.1% | -4.6% | -4.6% |
| 3M | -6.8% | +7.1% | -13.9% | -9.7% |
| 6M | +13.6% | +4.3% | +9.3% | +11.3% |
| YTD | +8.3% | -6.9% | +15.3% | +10.5% |
| 1Y | +44.9% | -10.3% | +55.3% | +49.6% |
| 3Y | +150.5% | +32.8% | +117.6% | +108.9% |
| 5Y | +137.7% | -41.5% | +179.2% | +181.2% |
| 10Y | +750.9% | +21.2% | +729.7% | +566.2% |
| All | +750.9% | +22.0% | +729.0% | +566.2% |
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