+8,872.3%
INTC vs DIS
+1,682.0%
+7,190.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.4% | +8.1% | +7.9% |
| 7D | -14.4% | +5.2% | -19.7% | -16.6% |
| 30D | -50.2% | +11.5% | -61.7% | -52.9% |
| 3M | -43.6% | +11.5% | -55.1% | -47.0% |
| 6M | -50.2% | +8.9% | -59.1% | -53.1% |
| YTD | +52.5% | +3.4% | +49.1% | +46.4% |
| 1Y | +51.1% | +7.2% | +43.9% | +42.1% |
| 3Y | +50.3% | +43.3% | +7.0% | +21.5% |
| 5Y | +19.2% | -31.4% | +50.6% | +33.4% |
| 10Y | +105.1% | +37.1% | +68.0% | +57.4% |
| All | +8,872.3% | +1,682.0% | +7,190.3% | +1,701.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling