-10.0%
DIS vs SPXU
-37.3%
+27.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.5% |
| 7D | -3.5% | +1.3% | -4.8% | -3.2% |
| 30D | +1.0% | +5.1% | -4.1% | +2.2% |
| 3M | +5.7% | -9.1% | +14.8% | +3.7% |
| 6M | +3.3% | -29.6% | +32.8% | -4.5% |
| YTD | -7.7% | -27.7% | +20.0% | -14.0% |
| 1Y | -10.0% | -37.0% | +27.0% | -16.0% |
| All | -10.0% | -37.3% | +27.4% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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