+435.6%
DIS vs SPXU
-100.0%
+535.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.3% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +3.5% | +0.8% | +2.7% | +3.8% |
| 3M | +6.8% | -4.7% | +11.5% | +5.7% |
| 6M | +3.0% | -29.6% | +32.6% | -7.2% |
| YTD | -6.7% | -29.9% | +23.1% | -15.7% |
| 1Y | -10.1% | -39.1% | +29.0% | -22.0% |
| 3Y | +33.0% | -80.0% | +113.0% | -13.4% |
| 5Y | -40.0% | -86.0% | +46.1% | -59.2% |
| 10Y | +21.1% | -99.5% | +120.6% | -63.4% |
| All | +435.6% | -100.0% | +535.6% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling