+32.9%
DIS vs URI
+1,246.1%
-1,213.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | -1.0% |
| 7D | +0.6% | +2.6% | -2.0% | -0.4% |
| 30D | +10.3% | +9.1% | +1.2% | +6.8% |
| 3M | +15.6% | +1.0% | +14.6% | +14.3% |
| 6M | +15.1% | +23.3% | -8.2% | +5.5% |
| YTD | +6.0% | +43.3% | -37.3% | -9.8% |
| 1Y | +5.7% | +35.9% | -30.2% | -8.4% |
| 3Y | +39.8% | +158.6% | -118.8% | -8.0% |
| 5Y | -23.9% | +213.1% | -237.0% | -55.0% |
| 10Y | +32.9% | +1,213.1% | -1,180.1% | -52.1% |
| All | +32.9% | +1,246.1% | -1,213.2% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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