+505.8%
DIS vs SPXU
-100.0%
+605.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -7.0% | +9.1% | -0.4% |
| 7D | +5.3% | -1.5% | +6.8% | +5.2% |
| 30D | +10.2% | +9.7% | +0.6% | +14.3% |
| 3M | +13.5% | +8.4% | +5.1% | +17.5% |
| 6M | +11.1% | -5.7% | +16.9% | +10.3% |
| YTD | +5.5% | -25.4% | +30.9% | -2.1% |
| 1Y | +9.1% | -28.9% | +38.0% | +0.1% |
| 3Y | +36.0% | -81.2% | +117.2% | -13.3% |
| 5Y | -29.8% | -83.3% | +53.5% | -49.3% |
| 10Y | +36.6% | -99.5% | +136.1% | -57.7% |
| All | +505.8% | -100.0% | +605.8% | -42.1% |
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