+462.9%
META vs DIS
+32.4%
+430.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.6% |
| 7D | +5.2% | +1.9% | +3.3% | +4.2% |
| 30D | -13.0% | +9.2% | -22.2% | -16.7% |
| 3M | +7.9% | +13.5% | -5.6% | +1.3% |
| 6M | +4.2% | +14.3% | -10.0% | -2.9% |
| YTD | -2.5% | +5.4% | -7.9% | -6.1% |
| 1Y | +5.6% | +12.2% | -6.6% | -1.6% |
| 3Y | +96.8% | +37.2% | +59.6% | +59.8% |
| 5Y | +90.0% | -23.1% | +113.2% | +102.8% |
| All | +462.9% | +32.4% | +430.6% | +344.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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