+7,836.4%
NVDA vs DIS
+32.4%
+7,804.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.4% |
| 7D | -12.7% | +1.9% | -14.6% | -13.7% |
| 30D | -26.4% | +9.2% | -35.6% | -30.1% |
| 3M | -27.6% | +13.5% | -41.2% | -33.3% |
| 6M | -27.7% | +14.3% | -42.0% | -33.9% |
| YTD | -12.5% | +5.4% | -17.8% | -16.9% |
| 1Y | -12.6% | +12.2% | -24.8% | -20.3% |
| 3Y | +235.9% | +37.2% | +198.8% | +159.5% |
| 5Y | +438.2% | -23.1% | +461.4% | +485.4% |
| All | +7,836.4% | +32.4% | +7,804.1% | +5,625.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling