DIS (DIS)

Daily ERM3 factor decomposition: how much of DIS's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$100.34
Market cap
$179.9B
23-day vol
21.6%
Sector proxy
XLC
Subsector proxy
GGME

Risk DNA

26% of DIS's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 18.3%Sector 7.9%Subsector 0.0%Stock-specific 73.8%

ETF hedge ratios

Dollars of ETF to short per $1 of DIS held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLC)Subsector (GGME)Explained risk
L1$-0.8218.3%
L2$-0.26$-0.7726.3%
L3$-0.37$-0.77$0.0826.1%

Data as of June 12, 2026. Updated daily from the ERM3 pipeline.

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