-10.3%
DIS vs FIG
-58.0%
+47.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.7% | +5.4% | +0.1% |
| 7D | -1.1% | -16.4% | +15.3% | 0.0% |
| 30D | +0.1% | -2.3% | +2.5% | -0.1% |
| 3M | +7.1% | +7.8% | -0.7% | +5.3% |
| 6M | +4.3% | -21.8% | +26.1% | +4.8% |
| YTD | -6.9% | -39.1% | +32.2% | -5.9% |
| 1Y | -10.3% | -56.6% | +46.3% | -7.4% |
| All | -10.3% | -58.0% | +47.7% | -7.4% |
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