+334.7%
INTC vs DIS
-10.8%
+345.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.7% |
| 7D | +18.0% | -3.5% | +21.5% | +17.9% |
| 30D | +8.9% | +1.0% | +8.0% | +8.7% |
| 3M | -1.6% | +5.7% | -7.2% | -1.7% |
| 6M | +133.1% | +3.3% | +129.8% | +131.3% |
| YTD | +187.9% | -7.7% | +195.6% | +190.5% |
| 1Y | +334.7% | -10.0% | +344.6% | +317.1% |
| All | +334.7% | -10.8% | +345.5% | +317.1% |
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 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