+332.0%
DIS vs UUUU
-96.3%
+428.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -1.0% |
| 7D | +0.9% | +1.4% | -0.5% | +0.7% |
| 30D | +8.9% | -27.9% | +36.8% | +11.0% |
| 3M | +14.5% | -53.8% | +68.4% | +20.0% |
| 6M | +12.2% | -68.1% | +80.3% | +19.9% |
| YTD | +4.7% | -54.1% | +58.8% | +8.0% |
| 1Y | +2.8% | -57.8% | +60.6% | +6.3% |
| 3Y | +38.1% | -15.4% | +53.6% | +31.8% |
| 5Y | -23.6% | -39.2% | +15.6% | -27.2% |
| 10Y | +31.4% | +370.4% | -339.1% | +4.2% |
| All | +332.0% | -96.3% | +428.3% | +242.2% |
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