+43.9%
DIS vs URA
+30.2%
+13.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.3% | +3.8% | -0.9% |
| 7D | +5.7% | -13.3% | +19.0% | +7.2% |
| 30D | +12.7% | -25.9% | +38.6% | +16.1% |
| 3M | +15.2% | -27.8% | +43.0% | +18.7% |
| 6M | +17.6% | -42.8% | +60.4% | +24.3% |
| YTD | +3.8% | -27.5% | +31.3% | +6.0% |
| 1Y | +6.8% | -35.1% | +41.9% | +10.4% |
| All | +43.9% | +30.2% | +13.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling