+335.6%
DIS vs UUUU
-96.3%
+431.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.8% | +7.9% | +0.6% |
| 7D | +4.4% | -6.9% | +11.3% | +4.8% |
| 30D | +10.3% | -32.3% | +42.7% | +13.0% |
| 3M | +15.5% | -52.8% | +68.4% | +20.9% |
| 6M | +11.2% | -68.5% | +79.7% | +18.9% |
| YTD | +5.6% | -53.6% | +59.2% | +8.8% |
| 1Y | +7.7% | -59.1% | +66.9% | +11.6% |
| 3Y | +39.3% | -14.7% | +54.0% | +32.8% |
| 5Y | -29.5% | -35.4% | +5.9% | -33.1% |
| 10Y | +36.3% | +378.0% | -341.8% | +8.0% |
| All | +335.6% | -96.3% | +431.9% | +244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling