+34.2%
DIS vs SUI
+115.7%
-81.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.1% |
| 7D | +5.2% | +6.2% | -1.0% | +2.9% |
| 30D | +11.5% | +8.6% | +2.9% | +8.0% |
| 3M | +11.5% | +1.0% | +10.5% | +11.0% |
| 6M | +8.9% | -2.6% | +11.5% | +9.6% |
| YTD | +3.4% | -0.1% | +3.5% | +3.1% |
| 1Y | +7.2% | +0.5% | +6.7% | +6.6% |
| 3Y | +43.3% | +15.3% | +28.1% | +32.6% |
| 5Y | -31.4% | -26.1% | -5.3% | -25.8% |
| All | +34.2% | +115.7% | -81.6% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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