+51.2%
INTC vs DIS
+8.8%
+42.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -4.0% | +4.4% | -8.4% | -3.4% |
| 30D | -44.5% | +10.3% | -54.8% | -43.9% |
| 3M | -40.4% | +15.5% | -55.9% | -39.9% |
| 6M | -53.5% | +11.2% | -64.7% | -52.0% |
| YTD | +57.5% | +5.6% | +51.9% | +61.6% |
| 1Y | +51.2% | +7.7% | +43.4% | +54.8% |
| All | +51.2% | +8.8% | +42.4% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling