+58.1%
INTC vs DIS
+38.8%
+19.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.7% |
| 7D | +6.0% | +1.9% | +4.1% | +5.4% |
| 30D | -39.2% | +9.2% | -48.4% | -41.2% |
| 3M | -42.9% | +13.5% | -56.5% | -45.9% |
| 6M | -50.4% | +14.3% | -64.7% | -53.3% |
| YTD | +61.7% | +5.4% | +56.3% | +57.3% |
| 1Y | +66.1% | +12.2% | +54.0% | +55.9% |
| 3Y | +58.1% | +37.2% | +21.0% | +26.8% |
| All | +58.1% | +38.8% | +19.4% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling