+31.9%
DIS vs SU
+242.3%
-210.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +1.9% | +1.7% | +0.2% | +1.4% |
| 30D | +9.2% | -7.9% | +17.0% | +11.3% |
| 3M | +13.5% | +7.5% | +6.0% | +10.5% |
| 6M | +14.3% | +7.2% | +7.1% | +10.6% |
| YTD | +5.4% | +60.9% | -55.5% | -10.8% |
| 1Y | +12.2% | +63.6% | -51.5% | -5.6% |
| 3Y | +37.2% | +128.9% | -91.7% | +2.1% |
| 5Y | -23.1% | +228.3% | -251.4% | -50.8% |
| All | +31.9% | +242.3% | -210.5% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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