+8.3%
DIS vs EAT
+109.8%
-101.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.1% | +3.7% |
| 7D | +9.1% | -0.1% | +9.2% | +9.0% |
| 30D | +14.8% | +13.5% | +1.3% | +13.6% |
| 3M | +21.2% | +1.0% | +20.2% | +20.8% |
| 6M | +18.3% | +57.3% | -38.9% | +13.4% |
| YTD | +5.4% | +53.6% | -48.2% | +1.3% |
| 1Y | +8.3% | +110.8% | -102.6% | +3.1% |
| All | +8.3% | +109.8% | -101.6% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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