+36.3%
DIS vs EAT
+328.6%
-292.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +1.0% |
| 7D | +4.4% | -5.9% | +10.3% | +5.8% |
| 30D | +10.3% | +0.7% | +9.7% | +9.7% |
| 3M | +15.5% | -14.2% | +29.8% | +18.6% |
| 6M | +11.2% | +40.7% | -29.5% | +1.0% |
| YTD | +5.6% | +36.0% | -30.4% | -4.4% |
| 1Y | +7.7% | +83.1% | -75.3% | -9.7% |
| 3Y | +39.3% | +474.8% | -435.5% | -15.8% |
| 5Y | -29.5% | +347.6% | -377.1% | -56.7% |
| 10Y | +36.3% | +321.5% | -285.3% | -31.5% |
| All | +36.3% | +328.6% | -292.4% | -31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling