+7,999.2%
NVDA vs DIS
+31.5%
+7,967.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.2% | -3.7% |
| 7D | -8.5% | +0.9% | -9.3% | -9.0% |
| 30D | -27.3% | +8.9% | -36.2% | -30.9% |
| 3M | -25.8% | +14.5% | -40.3% | -31.9% |
| 6M | -24.6% | +12.2% | -36.8% | -30.3% |
| YTD | -10.7% | +4.7% | -15.4% | -14.9% |
| 1Y | -14.0% | +2.8% | -16.9% | -17.5% |
| 3Y | +244.9% | +38.1% | +206.7% | +165.1% |
| 5Y | +449.3% | -23.6% | +472.9% | +499.6% |
| All | +7,999.2% | +31.5% | +7,967.7% | +5,763.4% |
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