+906.2%
MU vs DIS
+39.9%
+866.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.2% | +5.7% |
| 7D | -12.0% | +5.3% | -17.4% | -13.2% |
| 30D | -28.7% | +10.2% | -39.0% | -30.7% |
| 3M | -16.4% | +13.5% | -30.0% | -19.9% |
| 6M | -1.8% | +11.1% | -12.9% | -5.3% |
| YTD | +157.1% | +5.5% | +151.6% | +151.2% |
| 1Y | +208.5% | +9.1% | +199.4% | +194.9% |
| 3Y | +906.2% | +36.0% | +870.2% | +698.9% |
| All | +906.2% | +39.9% | +866.3% | +698.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling