+1,628.0%
DIS vs EAT
+10,438.3%
-8,810.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.2% |
| 7D | +5.2% | -2.6% | +7.9% | +5.8% |
| 30D | +11.5% | +11.5% | 0.0% | +8.4% |
| 3M | +11.5% | -9.1% | +20.6% | +12.9% |
| 6M | +8.9% | +40.4% | -31.5% | -0.4% |
| YTD | +3.4% | +43.9% | -40.5% | -6.9% |
| 1Y | +7.2% | +101.9% | -94.7% | -10.9% |
| 3Y | +43.3% | +489.9% | -446.5% | -9.9% |
| 5Y | -31.4% | +362.6% | -394.1% | -56.2% |
| 10Y | +37.1% | +385.7% | -348.6% | -25.9% |
| All | +1,628.0% | +10,438.3% | -8,810.2% | +296.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling