-40.6%
DIS vs EQX
+83.7%
-124.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | +1.2% | -3.2% | +4.4% | +1.5% |
| 30D | +3.2% | +7.8% | -4.5% | +2.3% |
| 3M | +7.0% | +21.3% | -14.3% | +4.6% |
| 6M | +6.4% | -22.4% | +28.8% | +8.2% |
| YTD | -5.6% | -11.3% | +5.7% | -5.8% |
| 1Y | -7.7% | +13.5% | -21.2% | -10.5% |
| 3Y | +33.2% | +162.1% | -129.0% | +12.9% |
| All | -40.6% | +83.7% | -124.2% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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