+4,609.2%
MU vs DIS
+33.6%
+4,575.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.5% | +11.7% |
| 7D | +2.0% | +0.6% | +1.4% | +1.9% |
| 30D | -18.0% | +10.3% | -28.2% | -22.3% |
| 3M | -6.6% | +15.6% | -22.1% | -14.4% |
| 6M | +2.0% | +15.1% | -13.1% | -7.7% |
| YTD | +184.5% | +6.0% | +178.5% | +165.5% |
| 1Y | +236.9% | +5.7% | +231.2% | +214.4% |
| 3Y | +987.0% | +39.8% | +947.1% | +733.9% |
| 5Y | +1,014.6% | -23.9% | +1,038.5% | +1,115.8% |
| 10Y | +4,609.2% | +32.9% | +4,576.3% | +3,303.8% |
| All | +4,609.2% | +33.6% | +4,575.6% | +3,303.8% |
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