-41.5%
DIS vs UUUU
+118.2%
-159.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.3% |
| 7D | -1.1% | +2.8% | -3.9% | -1.4% |
| 30D | +0.1% | +3.4% | -3.3% | -0.3% |
| 3M | +7.1% | -3.9% | +11.0% | +6.9% |
| 6M | +4.3% | -23.2% | +27.4% | +5.7% |
| YTD | -6.9% | +0.6% | -7.5% | -9.9% |
| 1Y | -10.3% | +22.9% | -33.2% | -17.4% |
| 3Y | +32.8% | +98.6% | -65.8% | +8.1% |
| 5Y | -41.5% | +130.2% | -171.7% | -54.8% |
| All | -41.5% | +118.2% | -159.7% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling