+253.8%
INTC vs DIS
+22.0%
+231.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.2% | +9.3% | +9.2% |
| 7D | +17.4% | -1.1% | +18.5% | +17.9% |
| 30D | +2.8% | +0.1% | +2.6% | +2.3% |
| 3M | -5.3% | +7.1% | -12.3% | -9.4% |
| 6M | +140.6% | +4.3% | +136.3% | +132.1% |
| YTD | +183.1% | -6.9% | +190.1% | +187.8% |
| 1Y | +326.8% | -10.3% | +337.1% | +339.8% |
| 3Y | +179.4% | +32.8% | +146.6% | +131.8% |
| 5Y | +111.7% | -41.5% | +153.2% | +155.7% |
| 10Y | +253.8% | +21.2% | +232.6% | +174.8% |
| All | +253.8% | +22.0% | +231.9% | +174.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling