+1,076.5%
DIS vs SUI
+4,142.3%
-3,065.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.2% | -1.0% | +2.2% |
| 7D | +9.1% | +10.0% | -0.9% | +5.2% |
| 30D | +14.8% | +8.4% | +6.4% | +11.2% |
| 3M | +21.2% | +0.7% | +20.5% | +20.7% |
| 6M | +18.3% | -0.9% | +19.2% | +18.4% |
| YTD | +5.4% | +0.6% | +4.7% | +4.7% |
| 1Y | +8.3% | +0.8% | +7.5% | +7.5% |
| 3Y | +44.2% | +15.5% | +28.7% | +33.1% |
| 5Y | -28.0% | -25.9% | -2.1% | -22.2% |
| 10Y | +39.6% | +119.5% | -79.9% | -4.7% |
| All | +1,076.5% | +4,142.3% | -3,065.8% | +196.7% |
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