-41.1%
DIS vs URI
+200.7%
-241.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.2% |
| 7D | -2.6% | -2.0% | -0.6% | -2.0% |
| 30D | +3.5% | -12.9% | +16.4% | +7.7% |
| 3M | +6.8% | -6.7% | +13.6% | +8.2% |
| 6M | +3.0% | +19.0% | -16.0% | -4.8% |
| YTD | -6.7% | +25.5% | -32.3% | -16.2% |
| 1Y | -10.1% | +5.5% | -15.6% | -14.3% |
| 3Y | +33.0% | +111.3% | -78.3% | -8.0% |
| All | -41.1% | +200.7% | -241.7% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling