+4.9%
MSFT vs DIS
+10.8%
-5.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -1.3% | +1.9% | -3.2% | -1.6% |
| 30D | -1.8% | +9.2% | -11.0% | -3.2% |
| 3M | +5.6% | +13.5% | -7.9% | +3.5% |
| 6M | +29.8% | +14.3% | +15.5% | +26.6% |
| YTD | +9.0% | +5.4% | +3.6% | +5.2% |
| 1Y | +4.9% | +12.2% | -7.2% | +1.6% |
| All | +4.9% | +10.8% | -5.9% | +1.6% |
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