-41.1%
DIS vs EAT
+350.4%
-391.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +3.5% | +1.9% | +1.6% | +2.7% |
| 3M | +6.8% | +68.7% | -61.8% | -5.9% |
| 6M | +3.0% | +66.9% | -63.9% | -9.9% |
| YTD | -6.7% | +60.4% | -67.1% | -18.1% |
| 1Y | -10.1% | +44.0% | -54.1% | -19.4% |
| 3Y | +33.0% | +604.7% | -571.6% | -26.9% |
| All | -41.1% | +350.4% | -391.5% | -65.4% |
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