+941.6%
DIS vs SUI
+4,037.5%
-3,095.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -2.6% | -2.8% | +0.3% | -1.5% |
| 30D | +3.5% | -1.2% | +4.7% | +4.0% |
| 3M | +6.8% | -1.7% | +8.6% | +7.4% |
| 6M | +3.0% | -10.5% | +13.5% | +7.2% |
| YTD | -6.7% | -1.8% | -4.9% | -6.3% |
| 1Y | -10.1% | -4.1% | -6.0% | -9.0% |
| 3Y | +33.0% | +11.3% | +21.8% | +24.5% |
| 5Y | -40.0% | -32.1% | -7.9% | -33.0% |
| 10Y | +21.1% | +110.4% | -89.4% | -16.1% |
| All | +941.6% | +4,037.5% | -3,095.9% | +165.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling