+34.2%
DIS vs URI
+1,374.0%
-1,339.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.8% |
| 7D | +5.2% | -9.8% | +15.0% | +8.6% |
| 30D | +11.5% | +1.7% | +9.7% | +10.5% |
| 3M | +11.5% | -9.1% | +20.6% | +14.2% |
| 6M | +8.9% | +9.9% | -1.0% | +3.7% |
| YTD | +3.4% | +31.2% | -27.8% | -9.2% |
| 1Y | +7.2% | +25.9% | -18.7% | -4.5% |
| 3Y | +43.3% | +147.4% | -104.1% | -3.8% |
| 5Y | -31.4% | +179.7% | -211.2% | -57.5% |
| All | +34.2% | +1,374.0% | -1,339.8% | -49.2% |
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