+11,349.2%
GOOGL vs DIS
+574.0%
+10,775.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +1.8% | +5.2% | -3.5% | -0.6% |
| 30D | -18.8% | +11.5% | -30.2% | -22.9% |
| 3M | -20.3% | +11.5% | -31.9% | -24.5% |
| 6M | -28.4% | +8.9% | -37.2% | -31.6% |
| YTD | -8.8% | +3.4% | -12.2% | -11.4% |
| 1Y | +0.3% | +7.2% | -6.9% | -4.5% |
| 3Y | +120.7% | +43.3% | +77.4% | +75.4% |
| 5Y | +93.1% | -31.4% | +124.6% | +115.6% |
| 10Y | +636.1% | +37.1% | +599.1% | +441.1% |
| All | +11,349.2% | +574.0% | +10,775.1% | +4,003.4% |
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