+8.3%
DIS vs EQT
-3.4%
+11.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +4.1% |
| 7D | +9.1% | -6.6% | +15.7% | +8.9% |
| 30D | +14.8% | +2.7% | +12.1% | +14.8% |
| 3M | +21.2% | -0.2% | +21.3% | +21.2% |
| 6M | +18.3% | -10.6% | +28.9% | +18.7% |
| YTD | +5.4% | -1.2% | +6.5% | +4.0% |
| 1Y | +8.3% | -4.9% | +13.1% | +5.5% |
| All | +8.3% | -3.4% | +11.7% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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