-22.5%
DIS vs EAT
+363.9%
-386.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.5% |
| 7D | +1.9% | -4.0% | +5.9% | +2.8% |
| 30D | +9.2% | -2.9% | +12.1% | +9.4% |
| 3M | +13.5% | -16.9% | +30.4% | +17.5% |
| 6M | +14.3% | +57.0% | -42.7% | +1.5% |
| YTD | +5.4% | +38.2% | -32.8% | -4.8% |
| 1Y | +12.2% | +69.3% | -57.1% | -4.1% |
| 3Y | +37.2% | +483.0% | -445.8% | -21.2% |
| All | -22.5% | +363.9% | -386.5% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling