+109.3%
INTC vs DIS
+40.1%
+69.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.0% | +3.5% | +4.6% |
| 7D | -1.0% | +5.3% | -6.3% | -3.3% |
| 30D | -43.3% | +10.2% | -53.5% | -46.0% |
| 3M | -41.6% | +13.5% | -55.1% | -45.5% |
| 6M | -52.5% | +11.1% | -63.6% | -55.5% |
| YTD | +60.9% | +5.5% | +55.4% | +53.4% |
| 1Y | +55.7% | +9.1% | +46.6% | +45.5% |
| 3Y | +59.2% | +36.0% | +23.2% | +30.7% |
| 5Y | +25.0% | -29.8% | +54.9% | +38.0% |
| 10Y | +109.3% | +36.6% | +72.7% | +53.8% |
| All | +109.3% | +40.1% | +69.2% | +53.8% |
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 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