+1,660.9%
DIS vs SU
+62,578.4%
-60,917.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | +1.9% | +1.7% | +0.2% | +1.9% |
| 30D | +9.2% | -7.9% | +17.0% | +9.2% |
| 3M | +13.5% | +7.5% | +6.0% | +13.5% |
| 6M | +14.3% | +7.2% | +7.1% | +14.3% |
| YTD | +5.4% | +60.9% | -55.5% | +5.3% |
| 1Y | +12.2% | +63.6% | -51.5% | +12.1% |
| 3Y | +37.2% | +128.9% | -91.7% | +37.0% |
| 5Y | -23.1% | +228.3% | -251.4% | -23.3% |
| 10Y | +32.2% | +240.6% | -208.4% | +31.9% |
| All | +1,660.9% | +62,578.4% | -60,917.5% | +1,623.4% |
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