+1,671.0%
DIS vs SU
+61,726.8%
-60,055.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.4% |
| 7D | +0.6% | -4.3% | +4.9% | +0.6% |
| 30D | +10.3% | -6.2% | +16.5% | +10.3% |
| 3M | +15.6% | +9.7% | +5.9% | +15.6% |
| 6M | +15.1% | +7.3% | +7.8% | +15.1% |
| YTD | +6.0% | +58.7% | -52.8% | +5.9% |
| 1Y | +5.7% | +59.7% | -54.1% | +5.6% |
| 3Y | +39.8% | +129.2% | -89.4% | +39.6% |
| 5Y | -23.9% | +223.7% | -247.6% | -24.0% |
| 10Y | +32.9% | +235.9% | -203.0% | +32.6% |
| All | +1,671.0% | +61,726.8% | -60,055.8% | +1,633.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling