+913.8%
NVDA vs DIS
-41.2%
+955.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | +3.8% | -1.1% | +4.9% | +4.5% |
| 30D | +0.8% | +0.1% | +0.6% | +0.2% |
| 3M | +8.2% | +7.1% | +1.1% | +2.5% |
| 6M | +27.1% | +4.3% | +22.8% | +22.1% |
| YTD | +21.2% | -6.9% | +28.1% | +24.6% |
| 1Y | +34.3% | -10.3% | +44.6% | +40.5% |
| 3Y | +396.3% | +32.8% | +363.4% | +255.4% |
| 5Y | +913.8% | -41.5% | +955.3% | +1,225.9% |
| All | +913.8% | -41.2% | +955.0% | +1,225.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling