+1.5%
DIS vs FIG
-78.1%
+79.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.0% | +0.2% |
| 7D | +4.4% | -11.4% | +15.8% | +4.9% |
| 30D | +10.3% | -17.2% | +27.5% | +11.1% |
| 3M | +15.5% | -26.6% | +42.2% | +16.6% |
| 6M | +11.2% | -9.8% | +21.0% | +10.9% |
| YTD | +5.6% | -50.1% | +55.7% | +5.4% |
| 1Y | +7.7% | -58.1% | +65.8% | +7.6% |
| All | +1.5% | -78.1% | +79.6% | -1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling