+120.7%
GOOGL vs DIS
+41.5%
+79.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.8% | +5.2% | -3.5% | +0.7% |
| 30D | -18.8% | +11.5% | -30.2% | -20.7% |
| 3M | -20.3% | +11.5% | -31.9% | -22.3% |
| 6M | -28.4% | +8.9% | -37.2% | -29.9% |
| YTD | -8.8% | +3.4% | -12.2% | -10.4% |
| 1Y | +0.3% | +7.2% | -6.9% | -2.1% |
| 3Y | +120.7% | +43.3% | +77.4% | +107.1% |
| All | +120.7% | +41.5% | +79.2% | +107.1% |
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