+8.3%
DIS vs FIG
-52.3%
+60.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.2% | -1.1% | +3.8% |
| 7D | +9.1% | -4.7% | +13.7% | +9.4% |
| 30D | +14.8% | +0.5% | +14.3% | +14.7% |
| 3M | +21.2% | -18.4% | +39.6% | +22.1% |
| 6M | +18.3% | +10.9% | +7.4% | +15.4% |
| YTD | +5.4% | -40.8% | +46.1% | +8.7% |
| 1Y | +8.3% | -51.7% | +59.9% | +18.9% |
| All | +8.3% | -52.3% | +60.5% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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