-14.9%
NVDA vs DIS
+8.8%
-23.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.1% | -5.5% | -5.5% |
| 7D | -18.3% | +4.4% | -22.7% | -18.6% |
| 30D | -26.3% | +10.3% | -36.7% | -27.1% |
| 3M | -22.3% | +15.5% | -37.8% | -24.1% |
| 6M | -21.3% | +11.2% | -32.5% | -22.3% |
| YTD | -9.2% | +5.6% | -14.8% | -11.0% |
| 1Y | -14.9% | +7.7% | -22.7% | -16.7% |
| All | -14.9% | +8.8% | -23.8% | -16.7% |
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