+27.8%
INTC vs DIS
-23.4%
+51.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.8% |
| 7D | +6.0% | +1.9% | +4.1% | +5.2% |
| 30D | -39.2% | +9.2% | -48.4% | -41.6% |
| 3M | -42.9% | +13.5% | -56.5% | -46.6% |
| 6M | -50.4% | +14.3% | -64.7% | -54.0% |
| YTD | +61.7% | +5.4% | +56.3% | +55.0% |
| 1Y | +66.1% | +12.2% | +54.0% | +53.7% |
| 3Y | +58.1% | +37.2% | +21.0% | +27.4% |
| All | +27.8% | -23.4% | +51.2% | +37.2% |
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