+265.1%
MU vs DIS
+8.7%
+256.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.2% | -11.2% | -5.2% |
| 7D | -19.1% | +9.1% | -28.2% | -16.0% |
| 30D | -25.2% | +14.8% | -40.1% | -21.0% |
| 3M | -10.9% | +21.2% | -32.1% | -4.4% |
| 6M | +38.0% | +18.3% | +19.7% | +48.4% |
| YTD | +178.8% | +5.4% | +173.5% | +198.3% |
| 1Y | +265.1% | +8.3% | +256.9% | +284.7% |
| All | +265.1% | +8.7% | +256.4% | +284.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling