+404.3%
META vs DIS
+35.1%
+369.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -0.8% | +5.2% | -6.0% | -3.2% |
| 30D | -15.4% | +11.5% | -26.9% | -19.8% |
| 3M | +3.5% | +11.5% | -8.0% | -2.1% |
| 6M | -0.3% | +8.9% | -9.1% | -4.9% |
| YTD | -7.3% | +3.4% | -10.7% | -9.9% |
| 1Y | -1.1% | +7.2% | -8.3% | -6.0% |
| 3Y | +95.1% | +43.3% | +51.7% | +54.3% |
| 5Y | +80.6% | -31.4% | +112.0% | +101.5% |
| All | +404.3% | +35.1% | +369.2% | +322.7% |
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