+31.9%
DIS vs UUUU
+370.7%
-338.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +0.8% |
| 7D | +1.9% | -1.1% | +3.0% | +1.9% |
| 30D | +9.2% | -21.0% | +30.1% | +11.5% |
| 3M | +13.5% | -54.8% | +68.3% | +22.3% |
| 6M | +14.3% | -67.3% | +81.6% | +26.5% |
| YTD | +5.4% | -54.7% | +60.0% | +10.3% |
| 1Y | +12.2% | -57.4% | +69.6% | +17.6% |
| 3Y | +37.2% | -19.6% | +56.8% | +25.6% |
| 5Y | -23.1% | -40.0% | +16.9% | -30.5% |
| All | +31.9% | +370.7% | -338.8% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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