+93.9%
INTC vs DIS
-40.0%
+133.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.2% | +5.3% |
| 7D | +7.1% | -2.6% | +9.7% | +8.3% |
| 30D | -5.2% | +3.5% | -8.7% | -7.1% |
| 3M | -14.3% | +6.8% | -21.1% | -17.9% |
| 6M | +110.2% | +3.0% | +107.2% | +104.1% |
| YTD | +159.6% | -6.7% | +166.3% | +164.1% |
| 1Y | +289.3% | -10.1% | +299.4% | +301.9% |
| 3Y | +166.1% | +33.0% | +133.0% | +116.6% |
| All | +93.9% | -40.0% | +133.9% | +124.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling