+3,971.9%
MU vs DIS
+35.1%
+3,936.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.3% |
| 7D | -22.0% | +5.2% | -27.2% | -24.2% |
| 30D | -36.6% | +11.5% | -48.0% | -40.4% |
| 3M | -21.7% | +11.5% | -33.2% | -27.0% |
| 6M | +3.5% | +8.9% | -5.3% | -3.6% |
| YTD | +141.9% | +3.4% | +138.5% | +128.5% |
| 1Y | +189.8% | +7.2% | +182.6% | +167.3% |
| 3Y | +855.4% | +43.3% | +812.1% | +618.1% |
| 5Y | +869.2% | -31.4% | +900.6% | +1,018.6% |
| All | +3,971.9% | +35.1% | +3,936.8% | +2,767.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling