+1,458.7%
DIS vs SU
+60,256.6%
-58,797.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.7% |
| 7D | -2.6% | +3.6% | -6.1% | -2.6% |
| 30D | +3.5% | +7.9% | -4.4% | +3.5% |
| 3M | +6.8% | +3.5% | +3.3% | +6.8% |
| 6M | +3.0% | +19.0% | -16.0% | +3.0% |
| YTD | -6.7% | +55.0% | -61.7% | -6.8% |
| 1Y | -10.1% | +71.2% | -81.3% | -10.2% |
| 3Y | +33.0% | +117.4% | -84.4% | +32.9% |
| 5Y | -40.0% | +335.2% | -375.1% | -40.1% |
| 10Y | +21.1% | +248.7% | -227.7% | +20.8% |
| All | +1,458.7% | +60,256.6% | -58,797.9% | +1,425.7% |
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