+22.7%
DIS vs UUUU
+495.2%
-472.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.3% | +7.9% | +2.2% |
| 7D | -1.3% | -5.0% | +3.8% | -0.8% |
| 30D | +2.2% | -7.8% | +10.0% | +2.9% |
| 3M | +8.1% | -0.4% | +8.6% | +7.5% |
| 6M | +5.2% | -32.9% | +38.1% | +8.1% |
| YTD | -6.3% | -6.3% | 0.0% | -8.5% |
| 1Y | -7.3% | +7.9% | -15.2% | -12.6% |
| 3Y | +33.8% | +85.2% | -51.4% | +12.8% |
| 5Y | -40.7% | +97.0% | -137.7% | -52.5% |
| All | +22.7% | +495.2% | -472.5% | -26.5% |
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